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Schwab Strategic Tr us aggregate b shares owned by Leo Wealth

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

Historical chart of Leo Wealth 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 Leo Wealth 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 Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $308k 13k 23.37
2024-09-30 $225k 4.7k 47.52

More positions owned by Leo Wealth

Vanguard World Esg Us Stk Etf (ESGV)
Affirm Hldgs Com Cl A (AFRM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Esg Intl Stk Etf (VSGX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Johnson & Johnson (JNJ)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Leo Wealth

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

View all funds holding Schwab Strategic Tr us aggregate b