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Schwab Strategic Tr us aggregate b shares owned by Prevail Innovative Wealth Advisors

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

Historical chart of Prevail Innovative Wealth 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 Prevail Innovative Wealth 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 Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $357k 15k 23.47
2025-06-30 $323k 14k 23.24

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Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr 20+ Year Tr Bd (TLTW)
Exxon Mobil Corporation (XOM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Global X Fds Defense Tech Etf (SHLD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Prologis (PLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
NVIDIA Corporation (NVDA)

View all positions for Prevail Innovative Wealth 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
Total Wealth Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
Pioneer Wealth Management Group
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b