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Schwab Strategic Tr us aggregate b shares owned by Drucker Wealth 3.0

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Drucker Wealth 3.0 from 13F filings

Historical chart of Drucker Wealth 3.0 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 Drucker Wealth 3.0 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 Drucker Wealth 3.0

Quarter filed Position value Share count Share price at filing
2025-09-30 $442k 19k 23.47
2025-06-30 $549k 24k 23.07
2025-03-31 $320k 14k 23.16
2024-12-31 $206k 9.1k 22.70

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Drucker Wealth 3.0

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
Total Wealth Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
Pioneer Wealth Management Group
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b