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Schwab Strategic Tr us aggregate b shares owned by Victrix Investment Advisors

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

Historical chart of Victrix Investment 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 Victrix Investment 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 Victrix Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 136k 23.37
2025-06-30 $2.5M 109k 23.24

More positions owned by Victrix Investment Advisors

NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
UnitedHealth (UNH)
Lockheed Martin Corporation (LMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
3M Company (MMM)
Cisco Systems (CSCO)

View all positions for Victrix Investment 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
HighTower Advisors
CWM
Wealth Enhancement Advisory Services
Valpey Financial Services
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management

View all funds holding Schwab Strategic Tr us aggregate b