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Schwab Strategic Tr us aggregate b shares owned by Ethos Financial Group

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

Historical chart of Ethos Financial Group 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 Ethos Financial Group 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 Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.4M 198k 47.52
2024-06-30 $8.6M 189k 45.58
2024-03-31 $8.3M 180k 46.00
2023-12-31 $7.8M 167k 46.62

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Alpha Architect 1-3 Month Box ETF Etf (BOXX)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Vanguard Total World Stock ETF Etf (VT)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
Schwab US Large Cap Value ETF Etf (SCHV)
Spdr S&p 500 Etf Etf (SPY)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Apple (AAPL)
Energy Select Sector SPDR ETF Etf (XLE)
iShares Russell 1000 Growth ETF Etf (IWF)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)

View all positions for Ethos Financial Group

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b