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Schwab Strategic Tr us aggregate b shares owned by RMB Capital Management

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

Historical chart of RMB Capital Management 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 RMB Capital Management 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 RMB Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.8M 105k 45.58
2024-03-31 $5.2M 113k 46.00

More positions owned by RMB Capital Management

Microsoft Corporation (MSFT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Visa Com Cl A (V)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Alphabet Cap Stk Cl A (GOOGL)
Ptc (PTC)
Tyler Technologies (TYL)
Synopsys (SNPS)
Danaher Corporation (DHR)

View all positions for RMB Capital Management

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Envestnet Asset Management
Wealth Enhancement Advisory Services
McAdam
Resources Investment Advisors
Goldman Sachs Group
Total Wealth Planning
HighTower Advisors
Kohmann Bosshard Financial Services
YCMNET Advisors
Hengehold Capital Management

View all funds holding Schwab Strategic Tr us aggregate b