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Schwab Strategic Tr us aggregate b shares owned by TSA Wealth Managment

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

Historical chart of TSA Wealth Managment 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 TSA Wealth Managment 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 TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 609k 47.52
2024-06-30 $24M 516k 45.58
2024-03-31 $20M 443k 46.00
2023-12-31 $19M 402k 46.62

More positions owned by TSA Wealth Managment

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for TSA Wealth Managment

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