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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

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 29700k720k740k15k20k25k30k
Value ($)Share countHistorical SCHZ position of CWC Advisors Source: stockzoa.comValue ($)Share count

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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
2024-12-31 $689k 30k 22.70
2024-09-30 $753k 16k 47.52

More positions owned by CWC Advisors

Apple (AAPL)
Broadcom (AVGO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Energy (XLE)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Goldman Sachs (GS)
Affiliated Managers (AMG)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Walt Disney Company (DIS)

View all positions for CWC Advisors

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b