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Schwab Strategic Tr us aggregate b shares owned by Buckingham Strategic Partners

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

Historical chart of Buckingham Strategic Partners 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 Buckingham Strategic Partners 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 Buckingham Strategic Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 210k 23.47
2025-06-30 $5.6M 239k 23.24
2025-03-31 $10M 432k 23.16
2024-12-31 $12M 529k 22.70

More positions owned by Buckingham Strategic Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Buckingham Strategic Partners

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