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Schwab Strategic Tr us aggregate b shares owned by Mml Investors Services

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

Historical chart of Mml Investors Services 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 Mml Investors Services 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 Mml Investors Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 118k 23.47
2025-06-30 $4.3M 184k 23.24
2025-03-31 $5.5M 236k 23.16
2024-12-31 $5.1M 223k 22.70
2024-09-30 $5.1M 107k 47.52
2024-06-30 $4.5M 99k 45.58
2024-03-31 $4.5M 98k 46.00
2023-12-31 $4.5M 96k 46.62
2023-09-30 $3.8M 85k 44.23
2023-06-30 $641k 14k 46.16
2023-03-31 $650k 14k 46.88
2022-12-31 $1.2M 27k 45.66
2022-09-30 $869k 19k 45.32
2022-06-30 $938k 20k 47.88
2022-03-31 $1.2M 24k 50.56
2021-12-31 $1.3M 25k 53.91
2021-09-30 $1.3M 24k 54.26
2021-06-30 $1.4M 25k 54.60
2021-03-31 $1.1M 21k 53.96
2020-12-31 $1.4M 25k 56.03
2020-09-30 $1.8M 31k 56.09
2020-06-30 $1.3M 24k 56.24
2020-03-31 $720k 13k 54.31
2019-12-31 $758k 14k 53.45
2019-09-30 $751k 14k 53.87
2019-06-30 $732k 14k 53.01
2019-03-31 $663k 13k 51.87
2018-12-31 $1.1M 22k 50.61
2018-09-30 $1.0M 21k 50.27
2018-06-30 $1.5M 30k 50.63
2018-03-31 $1.6M 31k 51.03
2017-12-31 $1.5M 29k 52.03
2017-09-30 $842k 16k 52.33
2017-06-30 $330k 6.3k 52.26

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View all positions for Mml Investors Services

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