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Schwab Strategic Tr us aggregate b shares owned by DiMeo Schneider & Associates

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

Historical chart of DiMeo Schneider & Associates 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 DiMeo Schneider & Associates 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 DiMeo Schneider & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 182k 23.37

More positions owned by DiMeo Schneider & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Aon Shs Cl A (AON)
Paccar (PCAR)
Diamondback Energy (FANG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)

View all positions for DiMeo Schneider & Associates

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
HighTower Advisors
CWM
Wealth Enhancement Advisory Services
Valpey Financial Services
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management

View all funds holding Schwab Strategic Tr us aggregate b