LifeSteps Financial »

Schwab Strategic Tr us aggregate b shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial 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 LifeSteps Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $63k 1.4k 46.00

More positions owned by LifeSteps Financial

Invesco Qqq Trust Series I Etf (QQQ)
Spdr S&p 500 Etf Trust Etf (SPY)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Nvidia Corporation Stock (NVDA)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Russell 2000 Etf Etf (IWM)
Vanguard Value Etf Etf (VTV)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Us Bancorp Del Stock (USB)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab U.s. Mid-cap Etf Etf (SCHM)

View all positions for LifeSteps Financial

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