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Schwab Strategic Tr us aggregate b shares owned by TrueNorth

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

Historical chart of TrueNorth 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 TrueNorth 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 TrueNorth

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6M 112k 23.13
2018-09-30 $50k 1.0k 50.00
2018-06-30 $51k 1.0k 51.00
2016-12-31 $1.1M 21k 51.48

More positions owned by TrueNorth

Ishares Esg Optimized Msci Usa Etf Etf (SUSA)
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)
Ishares Tr Kld 400 Social Index Etf (DSI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Ishares Russell 2500 Etf Etf (SMMD)
Vanguard Esg International Stock Etf Etf (VSGX)
Vanguard Growth Etf Etf (VUG)
Dimensional International Core Equity Market Etf Etf (DFAI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Value Etf Etf (VTV)
Spdr S&p 500 Etf Etf (SPY)
Ishares S&p 500 Index Etf (IVV)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)

View all positions for TrueNorth

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
CWM
HighTower Advisors
Kohmann Bosshard Financial Services
Envestnet Asset Management
Huntington Asset Advisors
Goldman Sachs Group
McAdam
HPM Partners
Jones Financial Companies, L.L

View all funds holding Schwab Strategic Tr us aggregate b