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Schwab Strategic Tr us aggregate b shares owned by NYL Investors

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

Historical chart of NYL Investors 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 NYL Investors 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 NYL Investors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 148k 23.47
2025-06-30 $3.5M 149k 23.24
2025-03-31 $3.6M 154k 23.16
2024-12-31 $3.4M 151k 22.70
2024-09-30 $3.4M 71k 47.52
2024-06-30 $3.3M 72k 45.58
2024-03-31 $3.3M 72k 46.00
2023-12-31 $3.1M 66k 46.62
2023-09-30 $3.0M 68k 44.23
2023-06-30 $3.1M 67k 46.16
2023-03-31 $3.1M 67k 46.91
2022-12-31 $2.9M 64k 45.65
2022-09-30 $3.0M 67k 45.31
2022-06-30 $3.1M 65k 47.87
2022-03-31 $3.3M 66k 50.56
2021-12-31 $3.5M 65k 53.91
2021-09-30 $3.4M 62k 54.26
2021-06-30 $3.2M 59k 54.60
2021-03-31 $3.3M 60k 53.96
2020-12-31 $3.3M 59k 56.04
2020-09-30 $3.3M 59k 56.09
2020-06-30 $3.7M 68k 54.27
2020-03-31 $3.7M 68k 54.27
2019-12-31 $3.2M 61k 53.43
2019-09-30 $3.3M 61k 53.86
2019-06-30 $3.2M 61k 53.01
2019-03-31 $3.2M 61k 51.89
2018-12-31 $3.0M 59k 50.60

More positions owned by NYL Investors

Vanguard Long Term Corporate Bond Lg-term Cor Bd (VCLT)
Ing Spdr Bloomberg Barclays Long Term Et Portfolio Ln Cor (SPLB)
Ishares Iboxx Investment Grade Iboxx Inv Cp Etf (LQD)
Ishares 10 Year Invest Grade Corp 10 Yr Invst Grd (IGLB)
Ishares Core Intl Aggregate Bnd Et Core Intl Aggr (IAGG)
Exxon Mobil Corporation (XOM)
Ishares Msci Total Intl Stock Etf Core Msci Total (IXUS)
Vanguard Total World Stock Index F Tt Wrld St Etf (VT)
Ishares Msci Acwi Etf Msci Acwi Etf (ACWI)
Vanguard Long Term Bond Index Fund Long Term Bond (BLV)
Vanguard Intermediate Term Corpora Int-term Corp (VCIT)
Chord Energy Corp Com New (CHRD)
Nyli Candriam Esg Intna Equity Etf Nyli Candriam In (IQSI)
Expand Energy Corp *w Exp 02/09/202 (EXEEZ)
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)

View all positions for NYL Investors

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