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Schwab Strategic Tr us aggregate b shares owned by Clearshares

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

Historical chart of Clearshares investment in Schwab Strategic Tr us aggregate b

Jul 2019Jan 2020Jul 2020Jan 2021Jul 2021Jan 20223M3.5M4M4.5M50k60k70k80k
Value ($)Share countHistorical SCHZ position of Clearshares Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr us aggregate b held by Clearshares 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 Clearshares

Quarter filed Position value Share count Share price at filing
2021-12-31 $2.9M 53k 54.24
2021-09-30 $2.9M 53k 54.24
2021-06-30 $2.8M 52k 54.61
2021-03-31 $2.7M 51k 53.94
2020-09-30 $2.8M 51k 56.09
2020-06-30 $2.9M 51k 56.13
2020-03-31 $2.8M 51k 54.28
2019-12-31 $4.6M 85k 53.43
2019-09-30 $3.7M 68k 53.85
2019-06-30 $3.6M 68k 53.00

More positions owned by Clearshares

Vanguard Index Fds Value Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index Fds Allwrld Ex Us (VEU)
Ishares Core Msci Eafe (IEFA)
SPDR Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Msci Usa Min Vol (USMV)
Ishares S&p500 Etf (IVV)
Ishares Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Etf Ser Solutions Ultra Short Maturity Etf (OPER)
Ishares Core Us Aggbd Et (AGG)

View all positions for Clearshares

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b