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Schwab Strategic Tr us aggregate b shares owned by Vestwell Advisors

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

Historical chart of Vestwell Advisors 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 Vestwell Advisors 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 Vestwell Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $125k 5.3k 23.47

More positions owned by Vestwell Advisors

iShares Tr iShares Core S&P 500 ETF (Principal) (IVV)
iShares Tr iShares Core US Aggregate Bond ETF (Principal) (AGG)
Schwab Strategic Tr Schwab US Large-Cap Growth ETF (Principal) (SCHG)
Schwab Strategic Tr Schwab International Equity ETF (Principal) (SCHF)
Vanguard Index FDS Vanguard Value ETF (Principal) (VTV)
Vanguard Intl Equity Index F Vanguard FTSE Emerging Markets ETF (Principal) (VWO)
Schwab Strategic Tr Schwab US Broad Market ETF (Principal) (SCHB)
Vanguard Index FDS Vanguard Mid-Cap ETF (Principal) (VO)
iShares TR iShares Core International Aggt Bd ETF (Principal) (IAGG)
iShares Tr iShares Core S&P Small-Cap ETF (Principal) (IJR)
Vanguard Intl Equity Index F Vanguard Total World Stock ETF (Principal) (VT)
Schwab Strategic Tr Schwab US REIT ETF (Principal) (SCHH)
Vanguard Index FDS Vanguard Small-Cap Growth ETF (Principal) (VBK)
Vanguard Index FDS Vanguard Small-Cap Value ETF (Principal) (VBR)
iShares TR iShares Broad USD High Yield Corp Bd ETF (Principal) (USHY)

View all positions for Vestwell Advisors

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b