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Schwab Strategic Tr us aggregate b shares owned by Daytona Street Capital

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

Historical chart of Daytona Street Capital 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 Daytona Street Capital 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 Daytona Street Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $342k 15k 23.19

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Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Charles Schwab Trust
Ameriprise Financial
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management
Mariner Wealth Advisors
Pioneer Wealth Management Group
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b