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Schwab Strategic Tr us aggregate b shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 114k 47.52
2024-06-30 $5.2M 114k 45.58
2024-03-31 $5.0M 109k 46.00
2023-12-31 $4.3M 93k 46.62
2023-09-30 $3.7M 84k 44.23
2023-06-30 $3.6M 78k 46.16
2023-03-31 $3.7M 78k 46.91
2022-12-31 $3.6M 78k 45.65
2022-09-30 $3.4M 75k 45.31
2022-06-30 $3.5M 73k 47.87
2022-03-31 $4.1M 80k 50.58
2021-12-31 $3.1M 57k 53.91
2021-09-30 $2.9M 53k 54.27
2021-06-30 $2.5M 45k 54.59
2020-12-31 $1.9M 34k 56.02
2020-09-30 $1.7M 30k 56.07
2020-06-30 $1.6M 28k 56.24
2020-03-31 $1.5M 27k 54.37
2019-12-31 $1.5M 29k 53.42
2019-09-30 $1.3M 24k 53.87
2019-06-30 $1.2M 23k 52.87
2019-03-31 $1.2M 23k 51.54
2018-12-31 $1.2M 23k 50.60
2018-09-30 $1.2M 23k 50.11
2018-06-30 $1.1M 22k 50.53
2018-03-31 $1.1M 21k 50.88
2017-12-31 $1.1M 22k 51.93
2017-09-30 $1.1M 20k 52.35
2017-06-30 $984k 19k 52.23
2017-03-31 $846k 16k 52.10
2016-12-31 $767k 15k 51.80
2016-09-30 $644k 12k 53.14
2016-06-30 $634k 12k 53.69
2016-03-31 $558k 11k 52.69

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

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