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Schwab Strategic Tr us aggregate b shares owned by Martin Worley Group

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

Historical chart of Martin Worley Group 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 Martin Worley Group 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 Martin Worley Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $437k 19k 23.24
2025-03-31 $441k 19k 23.16
2024-12-31 $410k 18k 22.70

More positions owned by Martin Worley Group

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Wellington Us Minimum (VFMV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Internl Divid (SCHY)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Martin Worley Group

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