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Schwab Strategic Tr us aggregate b shares owned by Red Reef Advisors

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

Historical chart of Red Reef 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 Red Reef 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 Red Reef Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $499k 21k 23.37

More positions owned by Red Reef Advisors

NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Innovator Etfs Trust Quity Managd Flr (SFLR)

View all positions for Red Reef Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management
Mariner Wealth Advisors
Pioneer Wealth Management Group
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b