Nelson, Van Denburg & Campbell Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-03-31 $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

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

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

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