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Schwab Strategic Tr us aggregate b shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 100k 47.52
2024-06-30 $1.8M 39k 45.58
2024-03-31 $1.9M 41k 46.00
2023-12-31 $2.1M 45k 46.62
2023-09-30 $2.2M 49k 44.23
2023-06-30 $2.4M 53k 46.16
2023-03-31 $2.9M 61k 46.91
2022-12-31 $3.3M 73k 45.65
2022-09-30 $4.4M 98k 45.31
2022-06-30 $5.0M 104k 47.87
2022-03-31 $8.1M 161k 50.57
2021-12-31 $15M 281k 53.90
2021-09-30 $11M 205k 54.26
2021-06-30 $11M 207k 54.60
2021-03-31 $12M 217k 53.95
2020-12-31 $12M 217k 56.03
2020-09-30 $12M 209k 56.17
2020-06-30 $6.1M 109k 56.19
2020-03-31 $6.9M 127k 54.50
2019-12-31 $7.3M 137k 53.54
2019-09-30 $7.9M 147k 53.85
2019-06-30 $7.4M 140k 53.00
2019-03-31 $7.3M 141k 51.88
2018-12-31 $999 29 34.48
2018-09-30 $1.0k 25 40.00
2018-06-30 $263k 5.2k 50.65
2018-03-31 $1.2M 23k 51.09
2017-12-31 $1.2M 23k 52.12
2017-09-30 $1.2M 23k 52.36
2017-06-30 $1.2M 23k 52.23
2017-03-31 $1.2M 23k 51.79
2016-12-31 $16M 302k 51.50
2016-09-30 $11k 208 52.88
2016-06-30 $11k 208 52.88
2016-03-31 $8.0k 158 50.63
2015-12-31 $2.1M 41k 51.51
2015-09-30 $8.0k 156 51.28

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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