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Schwab Strategic Tr us aggregate b shares owned by Fortis Advisors

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

Historical chart of Fortis Advisors investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Fortis 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 Fortis Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $102k 2.3k 44.24
2023-06-30 $185k 4.0k 46.16
2023-03-31 $186k 4.0k 46.92
2022-12-31 $89k 1.9k 45.66
2022-09-30 $87k 1.9k 45.10
2022-06-30 $92k 1.9k 47.99
2022-03-31 $73k 1.4k 50.45
2019-09-30 $131k 2.4k 53.64
2019-06-30 $119k 2.3k 52.84
2019-03-31 $16k 308 51.95
2018-12-31 $8.0k 156 51.28

More positions owned by Fortis Advisors

Vanguard Ultra-short Bond Etf Etf (VUSB)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard U.s. Value Factor Etf Etf (VFVA)
Doubleline Opportunistic Bond Etf Etf (DBND)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Global Consumer Staples Etf Etf (KXI)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Spdr Gold Minishares Trust Etf (GLDM)
Fidelity Msci Utilities Index Etf Etf (FUTY)

View all positions for Fortis Advisors

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