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

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

Historical chart of Magnolia 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 Magnolia 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 Magnolia Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 52k 47.52
2024-06-30 $2.4M 52k 45.58
2023-06-30 $200k 4.3k 46.16

More positions owned by Magnolia Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Sp Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Internl Divid (SCHY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Home Depot (HD)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)

View all positions for Magnolia Capital Advisors

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b