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Schwab Strategic Tr us aggregate b shares owned by Vantage Financial Partners

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

Historical chart of Vantage Financial Partners 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 Vantage Financial Partners 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 Vantage Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.7M 214k 45.58
2024-03-31 $9.5M 208k 46.00
2023-12-31 $9.6M 205k 46.62
2023-09-30 $8.6M 195k 44.23
2023-06-30 $8.5M 185k 46.16
2023-03-31 $8.7M 186k 46.91

More positions owned by Vantage Financial Partners

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Ishares Large Cap Deep Buffer Etf Etf (IVVB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Vantage Financial Partners

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b