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Schwab Strategic Tr us aggregate b shares owned by TNF

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

Historical chart of TNF 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 TNF 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 TNF

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 227k 23.17
2024-06-30 $6.3M 136k 45.85
2024-03-31 $5.9M 132k 44.80
2023-12-31 $6.1M 131k 46.27
2023-09-30 $6.3M 146k 43.09
2023-06-30 $7.8M 169k 46.16
2023-03-31 $8.0M 170k 47.06
2022-12-31 $6.5M 140k 46.70
2022-09-30 $5.3M 118k 44.88
2022-06-30 $5.6M 115k 48.65
2022-03-31 $6.3M 129k 48.53

More positions owned by TNF

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Merck & Co (MRK)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for TNF

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