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Schwab Strategic Tr us aggregate b shares owned by Syon Capital

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

Historical chart of Syon Capital 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 Syon Capital 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 Syon Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 86k 47.52
2024-03-31 $3.5M 76k 46.00
2023-12-31 $3.5M 76k 46.62

More positions owned by Syon Capital

Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Emerging Markets Sovereign Debt Etf Etf (PCY)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Gold Trust Etf (IAU)
Ishares Msci China Etf Etf (MCHI)
Ishares Msci Global Gold Miners Etf Etf (RING)
Vaneck Clo Etf Etf (CLOI)

View all positions for Syon Capital

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b