Blooom »

Schwab Strategic Tr us aggregate b shares owned by Blooom

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2022-09-30 $815k 18k 45.34
2022-06-30 $822k 17k 47.84
2022-03-31 $1.0M 20k 50.47
2021-12-31 $1.0M 19k 53.92
2021-09-30 $911k 17k 54.45
2021-06-30 $828k 15k 54.51
2021-03-31 $608k 6.7k 91.10
2020-12-31 $604k 11k 55.92

More positions owned by Blooom

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Intermed Term (BIV)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Walt Disney Company (DIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Honeywell International (HON)

View all positions for Blooom

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
Total Wealth Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
Pioneer Wealth Management Group
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b