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Schwab Strategic Tr us aggregate b shares owned by Blooom

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

Historical chart of Blooom investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Blooom 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 Blooom

Quarter filed Position value Share count Share price at filing
2022-09-30 $815k 18k 45.34
2022-06-30 $822k 17k 47.84
2022-03-31 $1.0M 20k 50.47
2021-12-31 $1.0M 19k 53.92
2021-09-30 $911k 17k 54.45
2021-06-30 $828k 15k 54.51
2021-03-31 $608k 6.7k 91.10
2020-12-31 $604k 11k 55.92

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Amazon (AMZN)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Walt Disney Company (DIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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View all positions for Blooom

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b