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Schwab Strategic Tr us aggregate b shares owned by PFG Financial Advisors

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

Historical chart of PFG Financial 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 PFG Financial 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 PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $262k 11k 23.13

More positions owned by PFG Financial Advisors

Spdr Portfolio Large Cap Etf Etf (SPYM)
Spdr Port Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Index Etf (IVV)
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)
Ishares Core Msci Eafe Etf (IEFA)
SPDR Portfolio S&P 500 Value ETF Etf (SPYV)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Stt Strt Spdr Prtfl Sp 600 Smll Cap Etf (SPSM)
Ishares Aggregate Bond Etf Etf (AGG)
Fidelity Total Bond Etf Etf (FBND)
Fid Msci Info Technology Index Etf Etf (FTEC)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid Cap Etf Etf (IJH)
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)
Microsoft Corporation (MSFT)

View all positions for PFG Financial Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
CWM
HighTower Advisors
Kohmann Bosshard Financial Services
Envestnet Asset Management
Huntington Asset Advisors
Goldman Sachs Group
McAdam
HPM Partners
Jones Financial Companies, L.L

View all funds holding Schwab Strategic Tr us aggregate b