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Schwab Strategic Tr us aggregate b shares owned by Cetera Investment Advisers

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

Historical chart of Cetera Investment Advisers 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 Cetera Investment Advisers 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 Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $15M 332k 45.58
2024-03-31 $16M 340k 46.00
2023-09-30 $984k 22k 44.23
2023-06-30 $1.1M 23k 46.16
2023-03-31 $1.1M 23k 46.91
2022-12-31 $1.0M 23k 45.65
2022-09-30 $1.0M 22k 45.31
2022-06-30 $1.3M 27k 47.87
2022-03-31 $1.3M 26k 50.58
2021-12-31 $1.3M 24k 53.89
2021-09-30 $1.3M 24k 54.26
2021-06-30 $1.0M 19k 54.63
2021-03-31 $970k 18k 53.98
2020-12-31 $1.0M 18k 56.04
2020-09-30 $1.1M 20k 56.07
2020-06-30 $768k 14k 56.26
2020-03-31 $654k 12k 54.30
2019-12-31 $624k 12k 53.46
2019-09-30 $595k 11k 53.81
2019-06-30 $552k 10k 53.19
2019-03-31 $440k 8.5k 51.74
2018-12-31 $647k 13k 50.52
2018-09-30 $701k 14k 50.29
2018-06-30 $834k 17k 50.62
2018-03-31 $822k 16k 51.06
2017-12-31 $973k 19k 52.05
2017-09-30 $1.1M 21k 52.47
2017-06-30 $1.2M 23k 52.29
2017-03-31 $1.4M 26k 51.78
2016-12-31 $1.8M 36k 51.46
2016-09-30 $1.7M 31k 53.69
2016-06-30 $1.2M 22k 53.76
2016-03-31 $806k 15k 52.81

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View all positions for Cetera Investment Advisers

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