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Schwab Strategic Tr us aggregate b shares owned by Code Waechter

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

Historical chart of Code Waechter 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 Code Waechter 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 Code Waechter

Quarter filed Position value Share count Share price at filing
2026-06-30 $422k 18k 23.13
2025-03-31 $311k 13k 23.13
2024-12-31 $282k 12k 22.70
2024-09-30 $295k 6.2k 47.44

More positions owned by Code Waechter

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Capital Group New Geography SHS (CGNG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Etf Ser Solutions Aptus Defined (DRSK)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)

View all positions for Code Waechter

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
CWM
HighTower Advisors
Kohmann Bosshard Financial Services
Envestnet Asset Management
Huntington Asset Advisors
Goldman Sachs Group
McAdam
HPM Partners
Jones Financial Companies, L.L

View all funds holding Schwab Strategic Tr us aggregate b