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Schwab Strategic Tr us aggregate b shares owned by MN Wealth Advisors

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

Historical chart of MN Wealth 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 MN Wealth 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 MN Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 14k 23.47
2025-06-30 $317k 14k 23.24
2024-06-30 $2.3M 52k 45.58
2024-03-31 $2.3M 51k 46.00

More positions owned by MN Wealth Advisors

Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)
Jpmorgan Active Growth Etf Etf (JGRO)
First Eagle Global Equity Etf Etf (FEGE)
Jpmorgan Active Value Etf Etf (JAVA)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Nvidia Corporation Stock (NVDA)
Jpmorgan Income Etf Etf (JPIE)

View all positions for MN Wealth Advisors

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