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Schwab Strategic Tr us aggregate b shares owned by New Republic Capital

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

Historical chart of New Republic Capital 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 New Republic Capital 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 New Republic Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $72k 1.5k 47.52
2024-03-31 $66k 1.4k 46.00
2023-12-31 $64k 1.4k 46.62
2023-09-30 $44k 994 44.23
2023-06-30 $44k 954 46.16
2023-03-31 $45k 954 46.91

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Norfolk Southern (NSC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Jpmorgan Usd Emg (EMB)
Deere & Company (DE)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for New Republic Capital

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