Ogorek Anthony Joseph »

Schwab Strategic Tr us aggregate b shares owned by Ogorek Anthony Joseph

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

Historical chart of Ogorek Anthony Joseph investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Ogorek Anthony Joseph 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 Ogorek Anthony Joseph

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0k 70 42.86
2024-03-31 $3.0k 70 42.86
2023-12-31 $3.0k 70 42.86
2023-09-30 $3.0k 70 42.86
2023-06-30 $24k 524 45.80
2023-03-31 $24k 531 45.20
2022-12-31 $24k 529 45.37
2022-09-30 $24k 534 44.94
2022-06-30 $249k 5.2k 47.77
2022-03-31 $742k 15k 50.56
2021-12-31 $194k 3.6k 53.83
2021-09-30 $282k 5.2k 54.23
2021-06-30 $280k 5.1k 54.53
2021-03-31 $300k 5.6k 53.89
2020-12-31 $311k 5.6k 56.03
2020-09-30 $262k 4.7k 55.88
2020-06-30 $438k 7.8k 56.16
2020-03-31 $42M 767k 54.27
2019-12-31 $35M 648k 53.43
2019-09-30 $23M 433k 53.85
2019-06-30 $119k 2.3k 52.80
2019-03-31 $70k 1.4k 51.40
2018-12-31 $68k 1.4k 49.93
2018-09-30 $86k 1.7k 49.86
2018-06-30 $142k 2.8k 50.46
2018-03-31 $5.3M 104k 51.01
2017-12-31 $14M 271k 52.04
2017-09-30 $14M 265k 52.36
2017-06-30 $17M 315k 52.25
2017-03-31 $16M 302k 51.79
2016-12-31 $26M 478k 53.67
2016-09-30 $26M 478k 53.67
2016-06-30 $27M 510k 53.72
2016-03-31 $27M 512k 52.82
2015-12-31 $19M 360k 51.50
2015-09-30 $25M 473k 52.14
2015-06-30 $24M 469k 51.73
2015-03-31 $24M 450k 52.91
2014-12-31 $17M 324k 52.36

More positions owned by Ogorek Anthony Joseph

Djul Ft Cboe Vest Us Eqy Deep Buffer Etf (DJUL)
Dmay Ft Cboe Vest Us Eq Deep Bfr Etf (DMAY)
Vti Vanguard Total Stock Market (ETF) (VTI)
SCHB Schwab U.S. Broad Market (SCHB)
Ief iShares 7-10 Year Treasury Bond ETF (IEF)
Voo Vanguard 500 ETF (VOO)
Moat VanEck Morningstar Wide Moat ETF (MOAT)
Pave Global X US Infrastructure Dev ETF (PAVE)
Lly Eli Lilly & Co (LLY)
Vug Vanguard Growth ETF (VUG)
MLN VanEck Long Muni ETF (MLN)
Fnov Ft Cboe Vest Us Equity Buff Etf (FNOV)
Dnov Ft Cboe Vest Us Equity Deep Buff Etf (DNOV)
Vig Vanguard Dividend Appreciation (ETF) (VIG)
VSGX Vanguard ESG International Stock ETF (VSGX)

View all positions for Ogorek Anthony Joseph

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
Ameriprise Financial
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
McAdam
Resources Investment Advisors
Goldman Sachs Group
Charles Schwab Trust
Total Wealth Planning
HighTower Advisors
Kohmann Bosshard Financial Services

View all funds holding Schwab Strategic Tr us aggregate b