MLG Wealth Management DBA Pine Grove Financial Group »

Schwab Strategic Tr us aggregate b shares owned by MLG Wealth Management DBA Pine Grove Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by MLG Wealth Management DBA Pine Grove Financial Group from 13F filings

Historical chart of MLG Wealth Management DBA Pine Grove Financial 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 MLG Wealth Management DBA Pine Grove Financial 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 MLG Wealth Management DBA Pine Grove Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $19M 823k 23.20
2026-03-31 $18M 784k 23.25
2025-12-31 $17M 743k 23.37

More positions owned by MLG Wealth Management DBA Pine Grove Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Advisors Inner Circle Fd Ii Fron As Larg Etf (FLCE)
Advisors Inner Circle Fd Ii Fron As Tota Etf (FINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Advisors Inner Circle Fd Ii Fron As Smal Etf (FGSM)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Advisors Inner Circle Fd Ii Fron Asse Bd Etf (FCBD)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Core Msci Emkt (IEMG)

View all positions for MLG Wealth Management DBA Pine Grove Financial 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
CWM
HighTower Advisors
Kohmann Bosshard Financial Services
Envestnet Asset Management
Huntington Asset Advisors
Goldman Sachs Group
McAdam
HPM Partners
Jones Financial Companies, L.L

View all funds holding Schwab Strategic Tr us aggregate b