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Schwab Strategic Tr us aggregate b shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $25M 1.1M 23.22
2025-12-31 $20M 867k 23.37
2025-09-30 $18M 775k 23.47

More positions owned by Mount Yale Investment Advisors

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
JPMorgan Chase & Co. (JPM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Home Depot (HD)

View all positions for Mount Yale Investment Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Kohmann Bosshard Financial Services
Envestnet Asset Management
Goldman Sachs Group
Huntington Asset Advisors
Morgan Stanley
Mariner Wealth Advisors
Pioneer Wealth Management Group
McAdam

View all funds holding Schwab Strategic Tr us aggregate b