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Schwab Strategic Tr us aggregate b shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital Advisors 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 Gradient Capital 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $879k 19k 47.52
2024-06-30 $911k 20k 45.58
2024-03-31 $940k 20k 46.00
2023-12-31 $948k 20k 46.62
2023-09-30 $905k 21k 44.23
2023-06-30 $955k 21k 46.16
2023-03-31 $1.0M 22k 46.91
2022-12-31 $1.0M 22k 45.65
2022-09-30 $1.0M 23k 45.31
2022-06-30 $1.5M 31k 47.88
2022-03-31 $1.9M 38k 50.58
2021-12-31 $2.1M 38k 53.91
2021-09-30 $2.2M 41k 54.26
2021-06-30 $2.2M 41k 54.59
2021-03-31 $2.2M 41k 53.95
2020-12-31 $2.2M 39k 56.04
2020-09-30 $2.3M 42k 56.08
2020-06-30 $2.2M 40k 56.23
2020-03-31 $2.1M 39k 54.26
2019-12-31 $2.2M 41k 53.43
2019-09-30 $2.2M 41k 53.85
2019-06-30 $2.1M 40k 53.00
2019-03-31 $2.1M 40k 51.87
2018-12-31 $2.0M 41k 50.59
2018-09-30 $2.0M 40k 50.24
2018-06-30 $2.2M 43k 50.64
2018-03-31 $2.1M 41k 51.02
2017-12-31 $2.0M 38k 52.05

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

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