Brand Asset Management Group »

Schwab Strategic Tr us aggregate b shares owned by Brand Asset Management Group

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

Historical chart of Brand Asset Management Group 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 Brand Asset Management Group 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 Brand Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $313k 13k 23.47
2025-06-30 $511k 22k 23.24
2025-03-31 $651k 28k 23.16
2024-12-31 $684k 30k 22.70
2024-09-30 $676k 14k 47.52
2024-06-30 $642k 14k 45.58
2024-03-31 $607k 13k 46.00
2023-12-31 $672k 14k 46.62
2023-09-30 $562k 13k 44.23
2023-06-30 $573k 12k 46.16
2023-03-31 $598k 13k 46.91
2022-12-31 $601k 13k 45.65
2022-09-30 $591k 13k 45.28
2022-06-30 $652k 14k 47.85
2022-03-31 $807k 16k 50.54
2021-12-31 $807k 15k 53.90
2021-09-30 $760k 14k 54.28
2021-06-30 $736k 14k 54.59
2021-03-31 $701k 13k 53.92
2020-12-31 $608k 11k 56.03
2020-09-30 $556k 9.9k 56.12
2020-06-30 $432k 7.7k 56.23
2020-03-31 $382k 7.0k 54.28
2019-12-31 $422k 7.9k 53.40
2019-09-30 $388k 7.2k 53.87
2019-06-30 $286k 5.4k 52.94
2019-03-31 $2.1M 31k 67.62
2018-12-31 $14k 277 50.54
2018-09-30 $19k 377 50.40
2018-06-30 $3.0k 50 60.00

More positions owned by Brand Asset Management Group

Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Brand Asset Management Group

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