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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
2024-03-31 $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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for TNF

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b