Heirloom Wealth Management »

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

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

Historical chart of Heirloom 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 Heirloom Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6M 155k 23.22

More positions owned by Heirloom Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Republic Services (RSG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Linde SHS (LIN)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Asml Hldg Nv N Y Registry Shs (ASML)
Apple (AAPL)
Parker-Hannifin Corporation (PH)

View all positions for Heirloom Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Charles Schwab Trust
Ameriprise Financial
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management
Mariner Wealth Advisors
Pioneer Wealth Management Group
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b