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Schwab Strategic Tr us aggregate b shares owned by HBK Sorce Advisory

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

Historical chart of HBK Sorce Advisory investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by HBK Sorce Advisory 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 HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 12k 23.44
2025-06-30 $258k 11k 23.24
2025-03-31 $423k 18k 23.16
2024-12-31 $417k 18k 22.70
2024-09-30 $436k 9.2k 47.52
2024-06-30 $620k 14k 45.58
2024-03-31 $649k 14k 46.00
2023-12-31 $491k 11k 46.62
2023-09-30 $465k 11k 44.23
2023-06-30 $795k 17k 46.16
2023-03-31 $2.5M 35k 70.36
2022-12-31 $2.2M 48k 45.66
2022-09-30 $1.5M 32k 45.31
2022-06-30 $2.0M 41k 47.87
2022-03-31 $1.6M 32k 50.56
2021-12-31 $1.8M 34k 53.91
2021-09-30 $1.8M 33k 54.27
2021-06-30 $1.8M 34k 54.61
2021-03-31 $1.5M 29k 53.94
2020-12-31 $2.1M 37k 56.02
2020-09-30 $1.3M 22k 56.10
2020-06-30 $1.3M 23k 56.25
2020-03-31 $1.2M 23k 54.26
2019-12-31 $1.2M 23k 53.43
2019-09-30 $1.3M 25k 53.83
2019-06-30 $1.3M 25k 53.00
2019-03-31 $1.4M 27k 51.88
2018-12-31 $2.6M 52k 50.59
2018-09-30 $241k 4.8k 50.17
2017-06-30 $201k 3.9k 52.18
2016-12-31 $5.6M 110k 51.50
2015-12-31 $1.1M 21k 51.49
2015-09-30 $424k 8.1k 52.13
2015-06-30 $425k 8.2k 51.75
2015-03-31 $430k 8.1k 52.94
2014-12-31 $780k 15k 52.38
2014-09-30 $1.1M 20k 51.77
2014-06-30 $1.2M 22k 51.88
2014-03-31 $1.2M 23k 51.15
2013-12-31 $4.8M 96k 50.29
2013-09-30 $659k 13k 50.86
2013-06-30 $744k 15k 50.55
2013-03-31 $1.7M 32k 52.24
2012-12-31 $2.1M 40k 52.33
2012-09-30 $2.2M 42k 52.82
2012-06-30 $2.4M 45k 52.37
2012-03-31 $3.3M 64k 51.49
2011-12-31 $9.3M 180k 51.70
2011-09-30 $240k 4.7k 51.38

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for HBK Sorce Advisory

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
CWM
Wealth Enhancement Advisory Services
HighTower Advisors
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b