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Schwab Strategic Tr us aggregate b shares owned by North Forty Two & Co.

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by North Forty Two & Co. from 13F filings

Historical chart of North Forty Two & Co. investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by North Forty Two & Co. 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 North Forty Two & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 137k 23.47
2025-06-30 $3.3M 144k 23.24
2025-03-31 $3.3M 144k 23.16

More positions owned by North Forty Two & Co.

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
NewMarket Corporation (NEU)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Vanguard World Energy Etf (VDE)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)

View all positions for North Forty Two & Co.

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b