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Schwab Strategic Tr us aggregate b shares owned by Dentgroup

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

Historical chart of Dentgroup 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 Dentgroup 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 Dentgroup

Quarter filed Position value Share count Share price at filing
2024-12-31 $547k 24k 22.70
2024-09-30 $572k 12k 47.52
2024-06-30 $563k 12k 45.58
2024-03-31 $631k 14k 46.00
2023-12-31 $595k 13k 46.62

More positions owned by Dentgroup

Ishares Tr Core S&p Mcp Etf (IJH)
Fidelity Covington Trust High Divid Etf (FDVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Dentgroup

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b