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Schwab Strategic Tr us aggregate b shares owned by W Advisors

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

Historical chart of W 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 W 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 W Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 27k 47.52
2024-06-30 $1.2M 27k 45.58
2024-03-31 $1.2M 26k 46.00
2023-12-31 $1.2M 26k 46.62

More positions owned by W Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Merck & Co (MRK)
Ishares Tr Esg Msci Leadr (SUSL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Exxon Mobil Corporation (XOM)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for W Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Charles Schwab Trust
Total Wealth Planning
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
Resources Investment Advisors
McAdam
Theory Financial
Kohmann Bosshard Financial Services
FLC Capital Advisors
YCMNET Advisors
CliftonLarsonAllen Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b