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Schwab Strategic Tr us aggregate b shares owned by Robinswood Financial

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

Historical chart of Robinswood Financial 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 Robinswood Financial 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 Robinswood Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $32k 1.4k 23.14
2026-03-31 $32k 1.4k 23.23
2025-12-31 $75k 3.2k 23.38
2025-09-30 $76k 3.2k 23.48
2025-06-30 $77k 3.3k 23.25
2025-03-31 $80k 3.5k 23.17
2024-12-31 $78k 3.5k 22.70
2024-09-30 $82k 1.7k 47.53
2024-06-30 $63k 1.4k 45.60
2024-03-31 $41k 903 45.56
2023-12-31 $60k 1.3k 46.62
2023-09-30 $138k 3.1k 44.23
2023-06-30 $166k 3.6k 46.16

More positions owned by Robinswood Financial

Vanguard Small-cap Growth Index Fund Etf Shares Uit Exchange Traded (VBK)
Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)
Vanguard Small-cap Valueindex Fund Etf Shares Uit Exchange Traded (VBR)
Ishares Msci Eafe Growthetf Uit Exchange Traded (EFG)
Vanguard Ftse Emerging Markets Index Fund Etf Shares Uit Exchange Traded (VWO)
Vanguard Growth Index Fund Etf Shares Uit Exchange Traded (VUG)
Schwab Short-term U.s. Treasury Etf Uit Exchange Traded (SCHO)
Vanguard Mortgage-backedsecurities Index Fund Etf Shares Uit Exchange Traded (VMBS)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Avantis International Small Cap Value Etf Uit Exchange Traded (AVDV)
Dimensional International Value Etf Uit Exchange Traded (DFIV)
Ishares Core S&p Mid-capetf Uit Exchange Traded (IJH)
Schwab U.s. Tips Etf Uit Exchange Traded (SCHP)
Dimensional International Small Cap Etf Uit Exchange Traded (DFIS)
Vanguard Short-term Inflation-protected Securities Index Fund Et Uit Exchange Traded (VTIP)

View all positions for Robinswood Financial

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
CWM
HighTower Advisors
Kohmann Bosshard Financial Services
Envestnet Asset Management
Huntington Asset Advisors
Goldman Sachs Group
McAdam
HPM Partners
Jones Financial Companies, L.L

View all funds holding Schwab Strategic Tr us aggregate b