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Schwab Strategic Tr us aggregate b shares owned by Personal Capital Advisors

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

Historical chart of Personal Capital 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 Personal Capital 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 Personal Capital Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $895k 20k 45.65
2022-09-30 $919k 20k 45.30
2022-06-30 $1.0M 21k 47.87
2020-12-31 $324k 5.8k 56.03

More positions owned by Personal Capital Advisors

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Personal Capital 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