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Schwab Strategic Tr us aggregate b shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory Group 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 VisionPoint Advisory Group 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 VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 72k 23.13
2023-06-30 $230 5 46.00

More positions owned by VisionPoint Advisory Group

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Spdr Series Trust St Str Sp Div (SDY)
Apple (AAPL)
Deere & Company (DE)
Spdr Series Trust St Str Aggre Etf (SPAB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Micron Technology (MU)
Microsoft Corporation (MSFT)

View all positions for VisionPoint Advisory Group

Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Charles Schwab Trust
Ameriprise Financial
Financial Engines Advisors L.L.C
CWM
HighTower Advisors
Kohmann Bosshard Financial Services
Envestnet Asset Management
Goldman Sachs Group
Huntington Asset Advisors
Morgan Stanley
Pioneer Wealth Management Group
Mariner Wealth Advisors
McAdam

View all funds holding Schwab Strategic Tr us aggregate b