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Schwab Strategic Tr us aggregate b shares owned by Johnson Financial Group

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

Historical chart of Johnson Financial Group 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 Johnson Financial Group 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 Johnson Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $630k 14k 46.62
2018-06-30 $125k 2.5k 50.83

More positions owned by Johnson Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Johnson Outdoors Cl A (JOUT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Mbs Etf (MBB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Johnson Financial Group

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