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Schwab Strategic Tr us aggregate b shares owned by Independence Advisors

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

Historical chart of Independence 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 Independence 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 Independence Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $58k 1.0k 56.42
2020-06-30 $17k 299 56.86
2020-03-31 $17k 309 55.02
2019-12-31 $17k 320 53.12

More positions owned by Independence Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Independence 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