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Schwab Strategic Tr us aggregate b shares owned by Roof Eidam & Maycock

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Roof Eidam & Maycock from 13F filings

Historical chart of Roof Eidam & Maycock investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Roof Eidam & Maycock 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 Roof Eidam & Maycock

Quarter filed Position value Share count Share price at filing
2024-06-30 $223k 4.9k 45.58
2024-03-31 $225k 4.9k 46.00
2023-12-31 $228k 4.9k 46.62
2023-09-30 $217k 4.9k 44.23
2023-06-30 $226k 4.9k 46.16
2023-03-31 $230k 4.9k 46.91
2022-12-31 $228k 5.0k 45.65
2022-09-30 $222k 4.9k 45.35
2022-06-30 $234k 4.9k 47.80
2022-03-31 $248k 4.9k 50.66
2021-12-31 $264k 4.9k 53.93
2021-09-30 $266k 4.9k 54.34
2021-06-30 $267k 4.9k 54.55
2021-03-31 $264k 4.9k 53.93
2020-12-31 $250k 4.5k 55.93
2020-09-30 $251k 4.5k 56.15
2020-06-30 $243k 4.5k 54.36
2020-03-31 $243k 4.5k 54.36
2019-12-31 $214k 4.0k 53.43
2019-09-30 $216k 4.0k 53.93
2019-06-30 $212k 4.0k 52.93
2019-03-31 $746k 14k 51.86
2018-12-31 $687k 14k 50.61
2018-09-30 $723k 14k 50.26
2018-06-30 $750k 15k 50.64
2018-03-31 $1.0M 20k 51.03
2017-12-31 $1.1M 22k 52.04
2017-09-30 $1.1M 22k 52.37
2017-06-30 $2.6M 50k 52.25
2017-03-31 $2.7M 52k 51.78
2016-12-31 $1.5M 30k 51.51
2016-09-30 $18M 340k 53.67
2016-06-30 $11M 210k 53.72

More positions owned by Roof Eidam & Maycock

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Aw Msci Eafe (ESGD)

View all positions for Roof Eidam & Maycock

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
CWM
Wealth Enhancement Advisory Services
HighTower Advisors
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b