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Schwab Strategic Tr us aggregate b shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance Advisors 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 Farther Finance 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 24k 45.53
2023-12-31 $1.5M 33k 46.62
2023-09-30 $900k 20k 44.23
2023-06-30 $931k 20k 46.16
2023-03-31 $858k 18k 46.91
2022-12-31 $1.0M 22k 45.65

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Apple Stock (AAPL)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Microsoft Corp Stock (MSFT)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)

View all positions for Farther Finance Advisors

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