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Schwab Strategic Tr us aggregate b shares owned by Xulu

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

Historical chart of Xulu 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 Xulu 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 Xulu

Quarter filed Position value Share count Share price at filing
2015-09-30 $7.4M 141k 52.14
2015-06-30 $6.7M 129k 51.44
2015-03-31 $3.2M 60k 52.85
2014-12-31 $641k 12k 52.12

More positions owned by Xulu

Ishares Tr cmn (STIP)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)
iShares S&P 500 Index (IVV)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Sch Fnd Intl Lg Etf (FNDF)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
iShares S&P 500 Value Index (IVE)
iShares MSCI EAFE Value Index (EFV)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard REIT ETF (VNQ)
Schwab Strategic Tr cmn (SCHV)
Schwab Emerging Markets Equity ETF (SCHE)

View all positions for Xulu

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Total Wealth Planning
Resources Investment Advisors
McAdam
HighTower Advisors
Theory Financial
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b