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Schwab Strategic Tr us aggregate b shares owned by Rossby Financial, LCC

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

Historical chart of Rossby Financial, LCC investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Rossby Financial, LCC 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 Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 52k 23.16
2025-12-31 $171k 7.3k 23.37
2025-09-30 $25k 1.1k 23.44
2025-06-30 $11k 487 23.24
2025-03-31 $11k 487 23.08

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Schwab U.s. Large-cap Growth Etf Etf (SCHG)
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View all positions for Rossby Financial, LCC

Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Kohmann Bosshard Financial Services
Envestnet Asset Management
Goldman Sachs Group
Huntington Asset Advisors
Morgan Stanley
Mariner Wealth Advisors
Pioneer Wealth Management Group
McAdam

View all funds holding Schwab Strategic Tr us aggregate b