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Schwab Strategic Tr us aggregate b shares owned by Smart Money Group

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

Historical chart of Smart Money Group 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 Smart Money Group 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 Smart Money Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 65k 46.62
2023-06-30 $3.3M 72k 46.16
2023-03-31 $3.5M 75k 47.06

More positions owned by Smart Money Group

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tidal Etf Tr Foliobeyond Alte (RISR)
Ishares U S Etf Tr Blackrock Short (MEAR)
Ishares Tr Core S&p500 Etf (IVV)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Smart Money Group

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b