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Schwab Strategic Tr us aggregate b shares owned by WealthTrak Capital Management

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

Historical chart of WealthTrak Capital 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 WealthTrak Capital 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 WealthTrak Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 58k 23.22

More positions owned by WealthTrak Capital Management

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Series Trust State Street Spd (SPYM)
Spdr Index Shs Fds State Street Spd (SPEM)
Spdr Index Shs Fds State Street Spd (SPDW)
Tidal Trust Ii Return Stckd Us (RSST)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Goldman Sachs Physical Gold Unit (AAAU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (SPYV)
Etf Opportunities Trust Idx Dynamic Fixe (DYFI)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Series Trust State Street Spd (MDYV)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for WealthTrak Capital Management

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b