Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Note Advisors »

Schwab Strategic Tr us aggregate b shares owned by Note Advisors

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

Historical chart of Note 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 Note Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Note Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$344k	15k	23.47
2025-06-30	$350k	15k	23.24
2025-03-31	$365k	16k	23.16
2024-12-31	$345k	15k	22.70

More positions owned by Note Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Vanguard Index Fds Real Estate Etf (VNQ)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Ishares Tr New York Mun Etf (NYF)

Vanguard Whitehall Fds Intl High Etf (VYMI)

Ishares Tr Iboxx Inv Cp Etf (LQD)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Spdr Series Trust Portfli Tips Etf (SPIP)

Global X Fds Us Pfd Etf (PFFD)

View all positions for Note Advisors

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

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z