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Schwab Strategic Tr us aggregate b shares owned by Chevoit Value Management

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

Historical chart of Chevoit Value 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 Chevoit Value 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 Chevoit Value Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8k 287 23.72
2025-06-30 $6.6k 286 23.12
2025-03-31 $6.5k 282 22.88

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Sprott Asset Management Lp Physical Gold An Cef (CEF)
Newmont Corp Stock (NEM)
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Unilever Adr (UL)
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View all positions for Chevoit Value Management

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