SigFig Wealth Management »

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

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

Historical chart of SigFig 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 SigFig 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 SigFig Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 426k 23.42
2025-06-30 $10M 442k 23.15
2025-03-31 $5.5M 443k 12.39
2024-12-31 $5.4M 427k 12.64
2024-09-30 $5.9M 198k 29.67
2024-06-30 $5.9M 184k 32.19
2024-03-31 $5.7M 163k 35.15
2023-12-31 $6.0M 151k 40.08
2023-09-30 $5.7M 131k 43.49
2023-06-30 $6.1M 132k 46.21
2023-03-31 $6.1M 133k 45.88
2022-12-31 $5.6M 136k 41.35
2022-09-30 $5.4M 129k 41.88
2022-06-30 $5.8M 126k 45.97
2022-03-31 $6.5M 141k 45.99
2021-12-31 $6.1M 114k 53.37
2021-09-30 $6.1M 112k 54.26
2021-06-30 $5.9M 108k 54.60
2021-03-31 $5.3M 98k 53.95
2020-12-31 $4.8M 86k 56.03
2020-09-30 $4.0M 72k 56.20
2020-06-30 $3.5M 63k 56.24
2020-03-31 $3.5M 64k 54.27
2019-12-31 $4.0M 75k 53.43
2019-09-30 $4.0M 74k 53.85
2019-06-30 $3.6M 69k 53.01
2019-03-31 $3.5M 67k 51.88
2018-12-31 $3.5M 69k 50.49
2018-09-30 $3.6M 72k 50.25
2018-06-30 $3.7M 74k 50.64
2018-03-31 $4.9M 97k 51.02
2017-12-31 $1.4M 28k 52.00
2017-09-30 $1.2M 23k 52.37
2017-06-30 $1.2M 24k 52.17
2017-03-31 $1.3M 25k 51.79
2016-12-31 $1.3M 25k 51.61

More positions owned by SigFig Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Total Usd (IUSB)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Index Fds Mid Cap Etf (VO)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Broad Usd High (USHY)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SigFig 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