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Schwab Strategic Tr us aggregate b shares owned by Regimen Wealth

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

Historical chart of Regimen 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 Regimen 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 Regimen Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $271k 6.0k 45.58

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Msci Emrg Chn (EMXC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Regimen Wealth

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