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Schwab Strategic Tr us aggregate b shares owned by XY Planning Network

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

Historical chart of XY Planning Network 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 XY Planning Network 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 XY Planning Network

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.6M 198k 23.37

More positions owned by XY Planning Network

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for XY Planning Network

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
HighTower Advisors
CWM
Wealth Enhancement Advisory Services
Valpey Financial Services
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management

View all funds holding Schwab Strategic Tr us aggregate b