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Schwab Strategic Tr us aggregate b shares owned by Park Avenue Securities

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

Historical chart of Park Avenue Securities 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 Park Avenue Securities 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 Park Avenue Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 108k 47.52
2024-06-30 $4.9M 107k 45.58
2024-03-31 $2.3M 50k 46.01
2023-12-31 $2.6M 57k 46.62
2021-12-31 $327k 6.1k 53.95
2021-09-30 $323k 5.9k 54.34
2021-06-30 $238k 4.4k 54.65

More positions owned by Park Avenue Securities

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Mbs Etf (MBB)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Park Avenue Securities

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