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Schwab Strategic Tr us aggregate b shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors 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 Wave Wealth 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 New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.9M 65k 45.58

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Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b