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Schwab Strategic Tr us aggregate b shares owned by Myecfo

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

Historical chart of Myecfo 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 Myecfo 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 Myecfo

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 234k 47.52
2024-06-30 $10M 228k 45.58
2024-03-31 $10M 223k 46.00
2023-12-31 $10M 221k 46.67
2023-09-30 $9.2M 207k 44.23
2023-06-30 $8.7M 188k 46.16
2023-03-31 $8.3M 177k 46.91
2022-12-31 $10M 225k 45.65

More positions owned by Myecfo

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Calif Mun Bd Etf (CMF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr New York Mun Etf (NYF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Gnma Bond Etf (GNMA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Myecfo

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Total Wealth Planning
Resources Investment Advisors
McAdam
HighTower Advisors
Theory Financial
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b