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Schwab Strategic Tr us aggregate b shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services 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 OneAscent Financial Services 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 OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 69k 46.00
2023-12-31 $3.4M 72k 46.63
2023-09-30 $3.4M 76k 44.23

More positions owned by OneAscent Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for OneAscent Financial Services

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b