Schwab Strategic Tr us aggregate b shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Heritage Oak Wealth 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 Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 17k | 23.47 |
| 2025-06-30 | $383k | 17k | 23.24 |
| 2025-03-31 | $391k | 17k | 23.16 |
| 2024-12-31 | $392k | 17k | 22.70 |
| 2024-06-30 | $372k | 8.2k | 45.58 |
More positions owned by Heritage Oak Wealth Advisors
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b