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Schwab Strategic Tr us aggregate b shares owned by Emergent Wealth Advisors

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

Historical chart of Emergent Wealth Advisors 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 Emergent Wealth Advisors 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 Emergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 135k 23.47
2025-06-30 $3.2M 137k 23.24
2025-03-31 $3.2M 141k 23.08
2024-12-31 $3.1M 137k 22.70