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Schwab Strategic Tr us aggregate b shares owned by Scarborough Advisors

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

Historical chart of Scarborough Advisors 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 Scarborough Advisors 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 Scarborough Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $719k 31k 23.22
2025-03-31 $10M 434k 23.16
2023-12-31 $13k 269 46.59

More positions owned by Scarborough Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Scarborough Advisors

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