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Schwab Strategic Tr us aggregate b shares owned by OFS Enterprise

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

Historical chart of OFS Enterprise 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 OFS Enterprise 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 OFS Enterprise

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 105k 23.22

More positions owned by OFS Enterprise

Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Val Etf (IWN)
PNC Financial Services (PNC)

View all positions for OFS Enterprise

Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Charles Schwab Trust
Ameriprise Financial
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management
Mariner Wealth Advisors
Pioneer Wealth Management Group
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b