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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
2024-03-31 $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)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Park Avenue Securities

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