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Schwab Strategic Tr us aggregate b shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio Group 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 Custom Portfolio Group 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 Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $50k 1.1k 44.33
2024-03-31 $51k 1.1k 44.74
2023-12-31 $51k 1.1k 45.34

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b