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Schwab Strategic Tr us aggregate b shares owned by Certus Wealth Management

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

Historical chart of Certus Wealth Management 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 Certus Wealth Management 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 Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $291k 6.1k 47.52
2024-06-30 $280k 6.1k 45.58
2024-03-31 $292k 6.5k 45.15
2023-12-31 $308k 6.6k 46.62
2023-09-30 $294k 6.6k 44.23

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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
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Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
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View all positions for Certus Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Total Wealth Planning
Resources Investment Advisors
McAdam
HighTower Advisors
Theory Financial
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b