Stewardship Concepts Financial Services »

Schwab Strategic Tr us aggregate b shares owned by Stewardship Concepts Financial Services

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Stewardship Concepts Financial Services from 13F filings

Historical chart of Stewardship Concepts Financial Services 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 Stewardship Concepts Financial Services 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 Stewardship Concepts Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 102k 23.22

More positions owned by Stewardship Concepts Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Ishares Gold Tr Ishares New (IAU)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Em Mkt Sm-cp Etf (EEMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Stewardship Concepts Financial Services

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
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management
Mariner Wealth Advisors
Pioneer Wealth Management Group
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b