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Schwab Strategic Tr us aggregate b shares owned by CWC Advisors

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

Historical chart of CWC Advisors 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 CWC Advisors 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 CWC Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $737k 31k 23.47
2025-06-30 $730k 31k 23.24
2025-03-31 $700k 30k 23.16
2024-12-31 $689k 30k 22.70
2024-09-30 $753k 16k 47.52

More positions owned by CWC Advisors

Broadcom (AVGO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Vaneck Etf Trust Clo Etf (CLOI)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Extended Dur (EDV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Goldman Sachs (GS)
Blackstone Secd Lending Common Stock (BXSL)

View all positions for CWC Advisors

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