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Schwab Strategic Tr us aggregate b shares owned by Integrity Alliance

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

Historical chart of Integrity Alliance 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 Integrity Alliance 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 Integrity Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 88k 23.47
2025-06-30 $1.7M 74k 23.24
2025-03-31 $26M 1.1M 23.16
2024-12-31 $22M 960k 22.70

More positions owned by Integrity Alliance

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Global Cr Etf (DGCB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Integrity Alliance

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

View all funds holding Schwab Strategic Tr us aggregate b