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Schwab Strategic Tr us aggregate b shares owned by Momentum Advisors

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

Historical chart of Momentum 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 Momentum 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 Momentum Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.1M 25k 45.65
2022-09-30 $853k 19k 45.30
2022-06-30 $859k 18k 47.87

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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View all positions for Momentum Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b