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Schwab Strategic Tr us aggregate b shares owned by Mma Asset Management

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

Historical chart of Mma Asset Management 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 Mma Asset Management 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 Mma Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 682 23.47
2024-03-31 $15k 321 46.03

More positions owned by Mma Asset Management

Ishares Tr S&p 500 Val Etf (IVE)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Portfolio MF Closed and MF Open (SPLG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Core MF Closed and MF Open (IVV)
Spdr Gold Common Stock (GLD)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Sp Smcp600vl Etf (IJS)
Microsoft Corp Common Stock (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intermediate MF Closed and MF Open (VCIT)
Ishares Core Msci Emkt (IEMG)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Ishares Tr Eafe Value Etf (EFV)
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)

View all positions for Mma Asset Management

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