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Schwab Strategic Tr us aggregate b shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $18M 790k 22.70
2024-09-30 $18M 380k 47.52
2024-06-30 $18M 387k 45.58
2024-03-31 $18M 391k 46.00
2023-12-31 $19M 410k 46.62
2023-09-30 $22M 496k 44.23
2023-06-30 $23M 498k 46.16
2023-03-31 $24M 516k 46.91
2022-12-31 $24M 532k 45.65
2022-09-30 $29M 638k 45.31
2022-06-30 $40M 835k 47.87
2022-03-31 $45M 887k 50.57
2021-12-31 $54M 993k 53.90
2021-09-30 $55M 1.0M 54.26
2021-06-30 $57M 1.0M 54.60
2021-03-31 $56M 1.0M 53.95
2020-12-31 $61M 1.1M 56.03
2020-09-30 $60M 1.1M 56.08
2020-06-30 $59M 1.1M 56.24
2020-03-31 $60M 1.1M 54.27
2019-12-31 $43M 811k 53.43
2019-09-30 $43M 806k 53.85
2019-06-30 $41M 774k 53.00
2019-03-31 $38M 727k 51.88
2018-12-31 $30M 591k 50.59
2018-09-30 $29M 572k 50.25
2018-06-30 $33M 648k 50.64
2018-03-31 $33M 638k 51.02
2017-12-31 $16M 303k 52.04
2017-09-30 $16M 295k 52.36
2017-06-30 $10M 192k 52.25
2017-03-31 $11M 212k 51.79
2016-12-31 $13M 246k 51.50
2016-09-30 $15M 275k 53.67
2016-06-30 $83M 1.5M 54.00
2016-03-31 $76M 1.4M 52.82
2015-12-31 $67M 1.3M 51.50
2015-09-30 $59M 1.1M 52.14
2015-06-30 $56M 1.1M 51.73
2015-03-31 $50M 948k 52.69
2014-12-31 $42M 805k 52.36
2014-09-30 $16M 306k 51.77
2014-06-30 $8.5M 164k 51.90
2014-03-31 $7.2M 141k 51.13
2013-09-30 $5.2M 103k 50.83
2013-06-30 $4.6M 92k 50.54
2013-03-31 $6.2M 118k 52.23
2012-12-31 $4.9M 93k 52.34
2012-09-30 $3.5M 67k 52.81
2012-06-30 $1.6M 30k 52.35

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Nvidia Corporation Common Stock (NVDA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)

View all positions for United Capital Financial Advisers

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Ameriprise Financial
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
Charles Schwab Trust
Financial Engines Advisors L.L.C
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Total Wealth Planning
HighTower Advisors
McAdam
Kohmann Bosshard Financial Services
YCMNET Advisors
Hengehold Capital Management

View all funds holding Schwab Strategic Tr us aggregate b