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Schwab Strategic Tr us aggregate b shares owned by WT Wealth Management

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

Historical chart of WT Wealth 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 WT Wealth 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 WT Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $225k 9.6k 23.35
2020-06-30 $1.4M 24k 56.20
2020-03-31 $1.7M 32k 54.27
2019-12-31 $2.1M 40k 53.43
2019-09-30 $2.1M 40k 53.84

More positions owned by WT Wealth Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Amazon (AMZN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Harbor Etf Trust Scientific High (SIHY)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (SEPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for WT Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Charles Schwab Trust
Ameriprise Financial
Total Wealth Planning
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
McAdam
Financial Engines Advisors L.L.C
Hengehold Capital Management
Envestnet Asset Management
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
Resources Investment Advisors
Goldman Sachs Group
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b