January Capital Advisors »

Schwab Strategic Tr us aggregate b shares owned by January Capital Advisors

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

Historical chart of January Capital 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 January Capital 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 January Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $951k 41k 23.22

More positions owned by January Capital Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ea Series Trust Variant Percepti
Doubleline Etf Trust Opportunistic Co (DBND)
Alphabet Cap Stk Cl C (GOOG)
World Gold Tr Spdr Gld Minis (GLDM)
Select Sector Spdr Tr State Street Tec (XLK)
Amgen (AMGN)
Select Sector Spdr Tr State Street Ene (XLE)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Gold Tr Ishares New (IAU)
Direxion Shares Etf Trust Daily S&p 500 Be (SPDN)
Schwab Strategic Tr Fundamental Intl (FNDF)
Select Sector Spdr Tr State Street Con (XLP)
Waste Management (WM)
Chevron Corporation (CVX)

View all positions for January Capital Advisors

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b