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Schwab Strategic Tr us aggregate b shares owned by Serenity Investment Advisors

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

Historical chart of Serenity Investment 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 Serenity Investment 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 Serenity Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 109k 23.00
2025-12-31 $2.2M 95k 23.39

More positions owned by Serenity Investment Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Covington Trust Enhanced Mid (FMDE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for Serenity Investment 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