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Schwab Strategic Tr us aggregate b shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.1M 270k 22.70
2024-09-30 $6.3M 132k 47.52
2024-06-30 $5.2M 113k 45.58
2024-03-31 $3.7M 80k 46.00
2023-12-31 $3.7M 78k 46.62
2023-09-30 $3.0M 68k 44.23
2023-06-30 $2.1M 45k 46.16
2023-03-31 $1.8M 39k 46.91
2022-12-31 $2.3M 49k 45.65
2022-09-30 $2.9M 64k 45.30
2022-06-30 $3.5M 73k 47.86
2022-03-31 $3.4M 66k 50.56
2021-12-31 $2.4M 44k 53.89
2021-09-30 $2.2M 41k 54.24
2021-06-30 $1.8M 33k 54.57
2021-03-31 $1.3M 25k 53.91
2020-12-31 $1.3M 23k 56.02
2020-09-30 $1.1M 21k 56.04
2020-06-30 $904k 16k 56.23
2020-03-31 $871k 16k 54.22
2019-12-31 $882k 17k 53.37
2019-09-30 $801k 15k 53.85
2019-06-30 $743k 14k 52.98
2019-03-31 $692k 13k 51.82
2018-12-31 $712k 14k 50.55
2018-09-30 $693k 14k 50.24
2018-06-30 $690k 14k 50.66
2018-03-31 $1.2M 24k 51.00
2017-12-31 $1.3M 25k 52.04
2017-09-30 $1.2M 24k 52.38
2017-03-31 $1.0M 20k 51.78
2016-12-31 $939k 18k 51.52
2016-09-30 $577k 11k 53.63
2016-06-30 $97k 1.8k 53.47
2016-03-31 $69k 1.3k 52.59
2015-12-31 $16k 302 52.98

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Vanguard Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Mid Cap Growth Etf Etf (VOT)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Ishares S&p 500 Index Etf (IVV)
Jpmorgan Active Value Etf Etf (JAVA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Growth Etf Etf (JGRO)
Apple Stock (AAPL)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Small Cap Growth Etf Etf (VBK)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Charles Schwab Trust
Ameriprise Financial
Total Wealth Planning
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
McAdam
Financial Engines Advisors L.L.C
Hengehold Capital Management
Envestnet Asset Management
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
Resources Investment Advisors
Goldman Sachs Group
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b