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Schwab Strategic Tr us aggregate b shares owned by Northstar Financial Companies

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Northstar Financial Companies from 13F filings

Historical chart of Northstar Financial Companies 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 Northstar Financial Companies 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 Northstar Financial Companies

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 11k 23.47

More positions owned by Northstar Financial Companies

Ishares Tr Rus 1000 Etf (IWB)
Visa Com Cl A (V)
Apple (AAPL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Verizon Communications (VZ)
Chevron Corporation (CVX)
Pepsi (PEP)
Ishares Tr Core S&p Ttl Stk (ITOT)
AFLAC Incorporated (AFL)
Raytheon Technologies Corp (RTX)

View all positions for Northstar Financial Companies

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