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Schwab Strategic Tr us aggregate b shares owned by Curbstone Financial Management

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

Historical chart of Curbstone Financial Management investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Curbstone Financial 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 Curbstone Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 134k 23.47
2025-06-30 $2.9M 124k 23.24
2025-03-31 $3.0M 128k 23.16
2024-12-31 $2.8M 124k 22.70
2024-09-30 $2.3M 48k 47.52
2024-06-30 $2.2M 49k 45.58
2024-03-31 $2.2M 49k 46.00
2023-12-31 $2.2M 46k 46.62
2023-09-30 $2.1M 48k 44.23
2023-06-30 $2.2M 48k 46.16
2023-03-31 $2.3M 49k 46.91
2022-12-31 $2.5M 54k 45.64
2022-09-30 $3.2M 71k 45.31
2022-06-30 $3.4M 71k 47.86
2022-03-31 $6.2M 122k 50.57
2021-12-31 $6.4M 119k 53.90
2021-09-30 $6.3M 117k 54.26
2021-06-30 $6.0M 110k 54.60
2021-03-31 $6.0M 111k 53.95
2020-12-31 $6.2M 111k 56.03
2020-09-30 $5.1M 91k 56.08
2020-06-30 $4.1M 73k 56.24
2020-03-31 $3.5M 65k 54.27
2019-12-31 $3.5M 65k 53.43
2019-09-30 $3.4M 63k 53.85
2019-06-30 $3.0M 57k 53.01
2019-03-31 $2.4M 47k 51.87
2018-12-31 $2.3M 45k 50.64
2018-09-30 $2.5M 49k 50.25
2018-06-30 $2.3M 45k 50.64
2018-03-31 $2.7M 54k 51.02
2017-12-31 $1.6M 31k 52.03
2017-09-30 $2.8M 53k 52.36
2017-06-30 $1.3M 26k 52.24
2017-03-31 $1.3M 26k 51.79
2016-12-31 $1.2M 24k 51.52
2016-09-30 $2.6M 48k 53.68
2016-06-30 $2.5M 46k 53.73
2016-03-31 $2.3M 43k 52.83
2015-12-31 $2.0M 38k 51.50
2015-09-30 $670k 13k 52.14

More positions owned by Curbstone Financial Management

SPDR Bloomberg Inter Floating Bdfund (FLRN)
SPDR S&P Mid Cap 400 ETF Etf (MDY)
Schwab International Equity ET Etf (SCHF)
Vanguard S&P 500 ETF Etf (VOO)
Schwab US Large Cap Growth ETF Etf (SCHG)
Vanguard Short Ter Corp Bd ETF Bdfund (VCSH)
Apple (AAPL)
Schwab US Mid Cap ETF Etf (SCHM)
Schwab US Dividend Equity ETF Etf (SCHD)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Schwab US Small Cap ETF Etf (SCHA)
Vanguard Intermediate Corp ETF Bdfund (VCIT)
Schwab US Broad Mkt ETF Etf (SCHB)
Amazon (AMZN)

View all positions for Curbstone Financial 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