Curbstone Financial Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Curbstone Financial Management

Quarter filed Position value Share count Share price at filing
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 Inv't Grade Floating Rate Bdfund (FLRN)
Vanguard ST Corp Bond ETF Bdfund (VCSH)
SPDR S&P Midcap 400 Etf (MDY)
Schwab International Equity ET Etf (SCHF)
Schwab US Mid Cap ETF Etf (SCHM)
Vanguard S&P 500 ETF Etf (VOO)
Schwab Large Cap Growth ETF Etf (SCHG)
Apple (AAPL)
Schwab US Dividend Equity Etf (SCHD)
Microsoft Corporation (MSFT)
Schwab US Small Cap ETF Etf (SCHA)
Vanguard Intermediate Corp Bon Bdfund (VCIT)
Schwab US Broad Market ETF Etf (SCHB)
Alphabet Inc Class C cs (GOOG)
Amazon (AMZN)

View all positions for Curbstone Financial Management

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b