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Schwab Strategic Tr us aggregate b shares owned by JFS Wealth Advisors

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

Historical chart of JFS 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 JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $795k 34k 23.47
2025-06-30 $756k 33k 23.24
2025-03-31 $747k 32k 23.16
2024-12-31 $711k 31k 22.70
2024-09-30 $911k 19k 47.52
2024-06-30 $930k 20k 45.58
2024-03-31 $791k 17k 46.00
2023-12-31 $726k 16k 46.62
2023-09-30 $904k 20k 44.23
2023-06-30 $1.0M 22k 46.16
2023-03-31 $1.0M 22k 46.91
2022-12-31 $1.0M 23k 45.65
2022-09-30 $997k 22k 45.31
2022-06-30 $1.1M 24k 47.89
2022-03-31 $1.3M 25k 50.57
2021-12-31 $1.4M 26k 53.89
2021-09-30 $1.5M 28k 54.25
2021-06-30 $2.0M 37k 54.61
2021-03-31 $1.9M 35k 53.96
2020-12-31 $2.2M 40k 56.04
2020-09-30 $2.6M 46k 56.08
2020-06-30 $2.7M 48k 56.23
2020-03-31 $2.6M 48k 54.27
2019-12-31 $2.9M 54k 53.43
2019-09-30 $1.6M 29k 53.86
2019-06-30 $1.5M 29k 53.00
2019-03-31 $1.5M 29k 51.88
2018-12-31 $5.1M 101k 50.59
2018-09-30 $802k 16k 50.22
2018-06-30 $607k 12k 50.65
2018-03-31 $487k 9.5k 51.04
2017-12-31 $293k 5.6k 51.97
2017-09-30 $156k 3.0k 52.31
2017-06-30 $43k 816 52.70
2017-03-31 $4.3M 84k 51.50
2016-12-31 $4.3M 84k 51.50
2016-09-30 $41k 772 53.11
2016-06-30 $41k 768 53.39
2016-03-31 $40k 765 52.29
2015-12-31 $39k 761 51.25
2015-09-30 $40k 758 52.77
2015-06-30 $41k 794 51.64
2015-03-31 $42k 790 53.16
2014-12-31 $41k 787 52.10
2014-09-30 $51k 978 52.15
2014-06-30 $51k 974 52.36

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS Wealth Advisors

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