Twele Capital Management »

Schwab Strategic Tr us aggregate b shares owned by Twele Capital Management

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

Historical chart of Twele Capital Management 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 Twele Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Twele Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 52k 22.70
2024-09-30 $1.2M 26k 47.52
2024-06-30 $1.2M 26k 45.58
2024-03-31 $1.2M 25k 46.00
2023-12-31 $1.1M 23k 46.62
2023-09-30 $1.1M 26k 44.23
2023-06-30 $1.3M 28k 46.16
2023-03-31 $1.3M 28k 46.91
2022-12-31 $1.3M 29k 45.65
2022-09-30 $1.3M 29k 45.32
2022-06-30 $1.6M 33k 47.88
2022-03-31 $1.9M 38k 50.56
2021-12-31 $2.1M 38k 53.89
2021-09-30 $2.0M 36k 54.26
2021-06-30 $2.0M 37k 54.59
2021-03-31 $1.8M 34k 53.94
2020-12-31 $1.9M 35k 56.02
2020-09-30 $1.7M 31k 56.08
2020-06-30 $1.6M 29k 56.25
2020-03-31 $1.5M 27k 54.28
2019-12-31 $1.7M 31k 53.43
2019-09-30 $1.6M 29k 53.86
2019-06-30 $1.4M 26k 52.99
2019-03-31 $1.3M 25k 51.87
2018-12-31 $1.2M 24k 50.58
2018-09-30 $1.1M 23k 50.27
2018-06-30 $1.2M 23k 50.65
2018-03-31 $1.1M 21k 51.00
2017-12-31 $1.1M 21k 52.02
2017-09-30 $1.0M 20k 52.35
2017-06-30 $1.1M 21k 52.27
2017-03-31 $1.0M 20k 51.81
2016-12-31 $935k 18k 51.51
2016-09-30 $921k 17k 53.65
2016-06-30 $758k 14k 53.74
2016-03-31 $687k 13k 52.84
2015-12-31 $609k 12k 51.47
2015-09-30 $618k 12k 52.15
2015-06-30 $378k 7.3k 51.71
2015-03-31 $359k 6.8k 52.91
2014-12-31 $264k 5.0k 52.38

More positions owned by Twele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)

View all positions for Twele Capital Management

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Charles Schwab Trust
Ameriprise Financial
Total Wealth Planning
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
McAdam
Financial Engines Advisors L.L.C
Hengehold Capital Management
Envestnet Asset Management
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
Resources Investment Advisors
Goldman Sachs Group
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b