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Schwab Strategic Tr us aggregate b shares owned by Chatterton & Associates

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

Historical chart of Chatterton & Associates 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 Chatterton & Associates 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 Chatterton & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4M 232k 23.27

More positions owned by Chatterton & Associates

Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr S&p 500 Val Etf (IVE)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Blackrock Etf Trust I Shares (IUSB)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Kla Corp Com New (KLAC)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Blackrock ETF Trust Ishares Intl Ctr (CORO)

View all positions for Chatterton & Associates

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b