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Schwab Strategic Tr us aggregate b shares owned by FDx Advisors

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

Historical chart of FDx 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 FDx 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 FDx Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $545k 12k 46.01
2018-09-30 $525k 10k 50.30
2018-06-30 $505k 10k 50.68
2018-03-31 $447k 8.8k 51.06
2016-09-30 $632k 12k 52.28
2016-06-30 $671k 13k 53.75
2016-03-31 $404k 7.7k 52.78

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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