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Schwab Strategic Tr us aggregate b shares owned by Waycross Investment Management

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

Historical chart of Waycross Investment Management 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 Waycross Investment Management 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 Waycross Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.4M 182k 46.00
2023-12-31 $7.4M 158k 46.62

More positions owned by Waycross Investment Management

Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr U.s. Real Es Etf (IYR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Steel Dynamics (STLD)
Apple (AAPL)
Jabil Circuit (JBL)
Boise Cascade (BCC)

View all positions for Waycross Investment Management

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