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Schwab Strategic Tr us aggregate b shares owned by Core Wealth Partners

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

Historical chart of Core Wealth Partners 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 Core Wealth Partners 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 Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 97k 23.47
2025-06-30 $2.0M 85k 23.24

More positions owned by Core Wealth Partners

Apple (AAPL)
Rockwell Automation (ROK)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Broadcom (AVGO)
Ametek (AME)
Boeing Company (BA)

View all positions for Core Wealth Partners

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