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Schwab Strategic Tr us aggregate b shares owned by Wealthgarden F.s

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

Historical chart of Wealthgarden F.s 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 Wealthgarden F.s 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 Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2025-09-30 $484k 21k 23.66
2025-06-30 $456k 20k 23.10
2025-03-31 $494k 21k 23.16
2024-12-31 $520k 23k 22.70
2024-09-30 $360k 7.6k 47.52

More positions owned by Wealthgarden F.s

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Dynamic Eqty Act
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Meta Platforms Cl A (META)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Wealthgarden F.s

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