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Schwab Strategic Tr us aggregate b shares owned by Twin Cities Retirement Group

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

Historical chart of Twin Cities Retirement Group 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 Twin Cities Retirement Group 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 Twin Cities Retirement Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9M 127k 23.22

More positions owned by Twin Cities Retirement Group

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Ibds Dec28 Etf (IBDT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Equity Market (DFUS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Ibonds Dec 2030 (IBDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Mrning Sm Cp Etf (ISCV)

View all positions for Twin Cities Retirement Group

Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Charles Schwab Trust
Ameriprise Financial
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management
Mariner Wealth Advisors
Pioneer Wealth Management Group
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b