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Schwab Strategic Tr us aggregate b shares owned by Bensler

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Bensler from 13F filings

Historical chart of Bensler investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Bensler consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Bensler

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 8.8k 23.37
2022-09-30 $225k 5.0k 45.31
2022-06-30 $236k 4.9k 47.87
2022-03-31 $249k 4.9k 50.57

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View all positions for Bensler

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Wealth Enhancement Advisory Services
Valpey Financial Services
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management

View all funds holding Schwab Strategic Tr us aggregate b