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Schwab Strategic Tr us aggregate b shares owned by Sovran Advisors

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

Historical chart of Sovran 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 Sovran 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 Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $587k 25k 23.54
2025-06-30 $539k 24k 22.97
2025-03-31 $627k 27k 22.93
2024-12-31 $644k 29k 22.48

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Innovator Etfs Trust Us Eqty Ultra B (USEP)
Microsoft Corporation (MSFT)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
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Capital Group Dividend Value Shs Creation Uni (CGDV)
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Ishares Tr Core Total Usd (IUSB)
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Amazon (AMZN)

View all positions for Sovran Advisors

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