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Schwab Strategic Tr us aggregate b shares owned by Paracle Advisors

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

Historical chart of Paracle 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 Paracle 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 Paracle Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $418k 7.8k 53.85
2020-12-31 $434k 7.8k 55.91
2020-09-30 $407k 7.3k 56.00
2020-06-30 $408k 7.3k 56.17
2017-12-31 $265k 5.1k 51.69
2017-09-30 $289k 5.5k 52.28
2017-06-30 $288k 5.5k 52.17
2017-03-31 $265k 5.1k 51.69
2016-12-31 $230k 4.5k 51.33

More positions owned by Paracle Advisors

Vanguard Index Fds Vanguard Mid Cap Etf (VO)
Vanguard Index Fds Formerly Vanguard Index S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fd Inc Total Bd Market Total Bnd Mrkt (BND)
Indexiq Tr Iq Hedge Multi-Strategy Hedge Mlti Etf (QAI)
Vanguard Intl Equity Index Fds Ftse Emg Mkts Ftse Emr Mk Etf (VWO)
Vanguard Ftse Developed Market Ftse Dev Mkt Etf (VEA)
Guggenheim S&P Midcap 400 Pure Growth Gug S&pmc400pg
Wisdomtree Us Midcap Dividend Us Midcap Divid (DON)
Lattice Emerging Markets Strategy Em Strategies (ROAM)
Lattice Developed Mkts Dev Mk X Us St (RODM)
Hartford Multifactor Us Equity Hartgfd Us Eqty (ROUS)
Ishares National Muni Bond National Mun Etf (MUB)
Ishares Core Msci Intl Dev Mkts Core Msci Intl (IDEV)
Ishares Core Msci Emerging Markets Core Msci Emkt (IEMG)
Ishares Core S&P Mid-Cap Core S&p Mcp Etf (IJH)

View all positions for Paracle Advisors

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b