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Schwab Strategic Tr us aggregate b shares owned by Novus Advisors

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

Historical chart of Novus 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 Novus 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 Novus Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $878k 37k 23.47
2025-06-30 $929k 40k 23.24
2025-03-31 $963k 42k 23.16
2024-12-31 $893k 39k 22.70

More positions owned by Novus Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg Enhncd (CERY)
Spdr Series Trust Bloomberg High Y (JNK)
Spdr Series Trust Nuveen Ice Munic (TFI)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust Bloomberg Emg Mk (EMHC)

View all positions for Novus 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