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Schwab Strategic Tr us aggregate b shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks 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 Caliber Wealth Management, Llc / Ks 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 Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 9.7k 23.47
2025-06-30 $220k 9.5k 23.24

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Equity Defined P (ZMAR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Silver Tr Ishares (SLV)
Select Sector Spdr Tr Technology (XLK)

View all positions for Caliber Wealth Management, Llc / Ks

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