Leo H. Evart »

Schwab Strategic Tr us aggregate b shares owned by Leo H. Evart

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Leo H. Evart from 13F filings

Historical chart of Leo H. Evart investment in Schwab Strategic Tr us aggregate b

Jan 2022Apr 2022Jul 2022Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023400k500k600k8k10k12k14k
Value ($)Share countHistorical SCHZ position of Leo H. Evart Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr us aggregate b held by Leo H. Evart 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 Leo H. Evart

Quarter filed Position value Share count Share price at filing
2023-09-30 $626k 14k 44.23
2023-06-30 $652k 14k 46.16
2023-03-31 $652k 14k 46.91
2022-12-31 $606k 13k 45.65
2022-09-30 $371k 8.2k 45.31
2022-06-30 $476k 9.9k 47.89
2022-03-31 $500k 9.9k 50.60
2021-12-31 $434k 8.0k 53.96

More positions owned by Leo H. Evart

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard World Fds Health Car Etf (VHT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Oracle Corporation (ORCL)

View all positions for Leo H. Evart

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Ameriprise Financial
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
Charles Schwab Trust
Financial Engines Advisors L.L.C
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Total Wealth Planning
Wealth Enhancement Advisory Services
HighTower Advisors
McAdam
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b