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Schwab Strategic Tr us aggregate b shares owned by GK Wealth Management

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

Historical chart of GK Wealth Management 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 GK Wealth Management 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 GK Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 52k 23.37
2025-09-30 $1.1M 49k 23.47
2025-06-30 $1.1M 47k 23.24
2025-03-31 $602k 26k 23.16
2024-12-31 $500k 22k 22.70

More positions owned by GK Wealth Management

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Tesla Motors Call Option (TSLA)
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust State Street Spd (BIL)
Ishares Silver Tr Ishares (SLV)
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Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for GK Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b