Sculati Wealth Management »

Schwab Strategic Tr us aggregate b shares owned by Sculati Wealth Management

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

Historical chart of Sculati Wealth 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 Sculati Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Sculati Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $839k 36k 23.47
2025-06-30 $432k 19k 23.24

More positions owned by Sculati Wealth Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Microsoft Corporation (MSFT)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Oracle Corporation (ORCL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Internatnal Val (DFIV)
Goldman Sachs (GS)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sculati Wealth Management

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

View all funds holding Schwab Strategic Tr us aggregate b