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Schwab Strategic Tr us aggregate b shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners 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 Gen-Wealth Partners 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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 42k 45.58
2024-03-31 $2.0M 43k 46.00

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares U.s. Technology Etf Etf (IYW)
Microsoft Corp Stock (MSFT)
Ishares S&p 500 Value Etf Etf (IVE)
Walmart Stock (WMT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Value Etf Etf (EFV)
Procter And Gamble Stock (PG)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Caterpillar Stock (CAT)

View all positions for Gen-Wealth Partners

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