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Schwab Strategic Tr us aggregate b shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $298k 6.3k 47.52
2024-06-30 $415k 9.1k 45.58
2024-03-31 $409k 8.9k 46.00
2023-12-31 $319k 6.8k 46.62

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Envestnet Asset Management
Wealth Enhancement Advisory Services
Resources Investment Advisors
Goldman Sachs Group
Total Wealth Planning
McAdam
HighTower Advisors
Kohmann Bosshard Financial Services
YCMNET Advisors
Hengehold Capital Management

View all funds holding Schwab Strategic Tr us aggregate b