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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
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)
Schwab U.s. Large-cap Etf Etf (SCHX)
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Innovator U.s. Equity Buffer Etf - September Etf (BSEP)

View all positions for Vantage Financial Partners

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b