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Schwab Strategic Tr us aggregate b shares owned by PUREfi Wealth

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

Historical chart of PUREfi Wealth 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 PUREfi Wealth 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 PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 9.7k 23.13

More positions owned by PUREfi Wealth

Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Stryker Corporation (SYK)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Eli Lilly & Co. (LLY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for PUREfi Wealth

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b