Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Ridgeline Wealth »

Schwab Strategic Tr us aggregate b shares owned by Ridgeline Wealth

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

Historical chart of Ridgeline 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 Ridgeline Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Ridgeline Wealth

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$645k	28k	23.47
2025-06-30	$638k	28k	23.24
2025-03-31	$705k	30k	23.16
2024-12-31	$809k	36k	22.70

More positions owned by Ridgeline Wealth

American Centy Etf Tr Avantis Us Larg (AVLC)

Spdr Series Trust Portfolio S&p500 (SPLG)

Dimensional Etf Trust Intl Core Equity (DFIC)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

Dimensional Etf Trust Us Equity Market (DFUS)

American Centy Etf Tr Avantis All Int (AVNV)

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

American Centy Etf Tr Us Eqt Etf (AVUS)

Ishares Tr S&p 100 Etf (OEF)

Ishares Tr Esg Awr Msci Usa (ESGU)

American Centy Etf Tr Avantis Us Small (AVSC)

American Centy Etf Tr Avantis Emerging (AVXC)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Ishares Tr Eafe Value Etf (EFV)

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Ridgeline Wealth

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

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z