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Schwab Strategic Tr us aggregate b shares owned by Capital Asset Managemnet

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

Historical chart of Capital Asset Managemnet 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 Capital Asset Managemnet 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 Capital Asset Managemnet

Quarter filed Position value Share count Share price at filing
2025-12-31 $236k 10k 23.37

More positions owned by Capital Asset Managemnet

Vanguard Index Fds Equities (VOO)
Vanguard Index Fds Equities (VTI)
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Ishares Tr Equities (IVE)
Ishares Tr Equities (IVW)
Ishares Tr Equities (IVV)
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Blackrock Etf Trust Equities (DYNF)
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View all positions for Capital Asset Managemnet

Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management
Mariner Wealth Advisors
Pioneer Wealth Management Group
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b