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Schwab Strategic Tr us aggregate b shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 24k 47.06

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Apple (AAPL)
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Prog Holdings Com Npv (PRG)
Microsoft Corporation (MSFT)

View all positions for Diversify Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b