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Schwab Strategic Tr us aggregate b shares owned by YCMNET Advisors

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

Historical chart of YCMNET Advisors investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by YCMNET Advisors 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 YCMNET Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $49M 1.1M 45.58
2024-03-31 $55M 1.2M 46.00
2023-12-31 $118M 2.5M 46.62
2023-09-30 $39M 887k 44.23
2023-06-30 $47M 1.0M 46.16
2023-03-31 $52M 1.1M 46.91
2022-12-31 $111M 2.4M 45.65
2022-09-30 $21M 459k 45.31
2022-06-30 $58M 1.2M 47.87
2022-03-31 $14M 284k 50.57
2021-12-31 $49M 910k 53.90
2021-09-30 $16M 302k 54.26
2021-06-30 $17M 311k 54.60
2021-03-31 $18M 331k 53.95
2020-12-31 $26M 470k 56.03
2020-09-30 $16M 283k 56.08
2020-06-30 $15M 260k 56.24
2020-03-31 $13M 237k 54.27
2019-12-31 $14M 256k 53.43
2019-09-30 $15M 281k 53.85
2019-06-30 $15M 281k 53.00
2019-03-31 $15M 285k 51.88
2018-12-31 $129M 2.5M 50.59
2018-09-30 $7.0M 140k 50.25
2018-06-30 $5.2M 103k 50.64
2018-03-31 $27M 545k 49.94
2017-12-31 $31M 591k 52.04
2017-09-30 $6.1M 116k 52.36
2017-06-30 $6.3M 121k 52.25
2017-03-31 $6.2M 119k 51.79
2016-12-31 $30M 581k 51.50
2016-09-30 $5.0M 92k 53.67
2016-06-30 $5.0M 94k 53.72
2016-03-31 $3.6M 70k 51.49
2015-12-31 $3.6M 70k 51.49

More positions owned by YCMNET Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Expnd Tec Sc Etf (IGM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr U.s. Utilits Etf (IDU)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for YCMNET Advisors

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