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Schwab Strategic Tr us aggregate b shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Retirement Planning 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 57k 47.52
2024-06-30 $3.7M 81k 45.58
2024-03-31 $5.0M 108k 46.00
2023-12-31 $4.9M 106k 46.62
2023-09-30 $7.8M 176k 44.23
2023-06-30 $4.2M 91k 46.16
2023-03-31 $4.3M 91k 46.91
2022-12-31 $5.4M 119k 45.65
2022-09-30 $9.1M 202k 45.31
2022-06-30 $3.2M 67k 47.87
2022-03-31 $3.9M 77k 50.56
2021-12-31 $15M 269k 53.90
2021-09-30 $14M 254k 54.26
2021-06-30 $14M 262k 54.60
2021-03-31 $13M 249k 53.95
2020-12-31 $13M 230k 56.03
2020-09-30 $12M 205k 56.08
2020-06-30 $11M 192k 56.24
2020-03-31 $9.8M 181k 54.27
2019-12-31 $16M 290k 53.43
2019-09-30 $15M 276k 53.85
2019-06-30 $15M 290k 53.00
2019-03-31 $14M 273k 51.88
2018-12-31 $13M 259k 50.59
2018-09-30 $17M 347k 50.25
2018-06-30 $17M 332k 50.64
2018-03-31 $16M 316k 51.02
2017-12-31 $17M 324k 52.04
2017-09-30 $16M 311k 52.36
2017-06-30 $16M 307k 52.25
2017-03-31 $11M 218k 51.79
2016-12-31 $11M 208k 51.50
2016-09-30 $6.2M 116k 53.67
2016-06-30 $5.9M 110k 53.72
2016-03-31 $5.7M 108k 52.82
2015-12-31 $5.6M 109k 51.50
2015-09-30 $5.4M 104k 52.14
2015-06-30 $5.6M 109k 51.73
2015-03-31 $5.5M 105k 52.91
2014-12-31 $4.9M 94k 52.36
2014-09-30 $4.6M 89k 51.77
2014-06-30 $4.4M 85k 51.90
2014-03-31 $4.4M 86k 51.13
2013-12-31 $7.7M 152k 50.29
2013-09-30 $7.0M 137k 50.83
2013-06-30 $2.5M 50k 50.55
2012-12-31 $2.2M 43k 52.34
2012-09-30 $774k 15k 52.71

More positions owned by Retirement Planning Group

Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Msci Intl Qualty (IQLT)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Victory Portfolios Ii Core Intrmediate (UBND)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning Group

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