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Schwab Strategic Tr us aggregate b shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 319k 46.62
2023-09-30 $14M 311k 44.23
2023-06-30 $15M 315k 46.16
2023-03-31 $14M 297k 46.91
2022-12-31 $12M 255k 45.65
2022-09-30 $9.5M 209k 45.31
2022-06-30 $8.1M 170k 47.87
2022-03-31 $12M 238k 50.57
2021-12-31 $13M 244k 53.90
2021-09-30 $14M 256k 54.26
2021-06-30 $14M 252k 54.60
2021-03-31 $13M 246k 53.95
2020-12-31 $13M 238k 56.03
2020-09-30 $9.1M 161k 56.08
2020-06-30 $8.1M 144k 56.24
2020-03-31 $7.5M 137k 54.27
2019-12-31 $7.1M 132k 53.43
2019-09-30 $6.9M 128k 53.85
2019-06-30 $6.9M 130k 53.00
2019-03-31 $7.7M 148k 51.88
2018-12-31 $8.5M 169k 50.59
2018-09-30 $8.6M 171k 50.25
2018-06-30 $8.3M 164k 50.64
2018-03-31 $8.2M 161k 51.02
2017-12-31 $7.6M 147k 52.04
2017-09-30 $7.2M 137k 52.36
2017-06-30 $6.8M 129k 52.25
2017-03-31 $6.5M 126k 51.79
2016-12-31 $5.9M 114k 51.50
2016-09-30 $5.6M 104k 53.67
2016-06-30 $3.0M 55k 53.72

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b