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Schwab Strategic Tr us aggregate b shares owned by IFG Advisory

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $952k 20k 47.52
2024-06-30 $873k 19k 45.58
2024-03-31 $810k 18k 46.00
2023-12-31 $659k 14k 46.62
2023-09-30 $713k 16k 44.23
2023-06-30 $568k 12k 46.16
2023-03-31 $467k 9.9k 46.91
2021-03-31 $527k 9.8k 53.89
2020-12-31 $553k 9.9k 55.97

More positions owned by IFG Advisory

Vanguard Total MF Closed and MF Open (VTI)
Vanguard S&p MF Closed and MF Open (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Proshares Trust MF Closed and MF Open (NOBL)
Apple Common Stock (AAPL)
Dimensional Us MF Closed and MF Open (DFAC)
First Trust MF Closed and MF Open (FTCS)
Vanguard High MF Closed and MF Open (VYM)
Invesco Russell MF Closed and MF Open (OMFL)
Spdr Portfolio MF Closed and MF Open (SPLG)
First Trust MF Closed and MF Open (FVD)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)
Ishares Core MF Closed and MF Open (DIVB)

View all positions for IFG Advisory

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