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Schwab Strategic Tr us aggregate b shares owned by Boulder Wealth Advisors

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

Historical chart of Boulder Wealth Advisors 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 Boulder Wealth Advisors 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 Boulder Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $6.0k 140 42.86

More positions owned by Boulder Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Blackrock Ultra (ICSH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)

View all positions for Boulder Wealth Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Charles Schwab Trust
Ameriprise Financial
Total Wealth Planning
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
McAdam
Financial Engines Advisors L.L.C
Hengehold Capital Management
Envestnet Asset Management
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
Resources Investment Advisors
Goldman Sachs Group
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b