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Schwab Strategic Tr us aggregate b shares owned by Northwestern Mutual Wealth Management Company

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Northwestern Mutual Wealth Management Company from 13F filings

Historical chart of Northwestern Mutual Wealth Management Company 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 Northwestern Mutual Wealth Management Company 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 Northwestern Mutual Wealth Management Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 122k 46.00
2023-09-30 $4.4M 100k 44.23
2023-06-30 $4.1M 88k 46.16
2023-03-31 $3.6M 76k 46.91
2022-12-31 $2.7M 59k 45.65
2022-09-30 $3.6M 80k 45.30
2022-06-30 $4.2M 88k 47.87
2022-03-31 $6.9M 136k 50.57
2021-12-31 $9.4M 175k 53.90
2021-09-30 $8.9M 164k 54.26
2021-06-30 $7.0M 128k 54.60
2021-03-31 $5.0M 94k 53.95
2020-12-31 $2.8M 51k 56.03
2020-09-30 $1.4M 25k 56.08
2020-06-30 $1.3M 23k 56.24
2020-03-31 $870k 16k 54.26
2019-12-31 $1.2M 22k 53.45
2019-09-30 $660k 12k 53.87
2019-06-30 $249k 4.7k 53.08
2019-03-31 $70k 1.3k 51.89
2018-12-31 $161k 3.2k 50.72
2018-09-30 $22k 433 50.81
2018-06-30 $29k 574 50.52
2018-03-31 $86k 1.7k 50.95
2017-12-31 $57k 1.1k 51.91
2017-09-30 $94k 1.8k 52.46
2017-06-30 $105k 2.0k 52.06
2016-09-30 $3.0k 55 54.55
2016-06-30 $3.0k 55 54.55
2016-03-31 $3.0k 64 46.88
2015-06-30 $13k 250 52.00

More positions owned by Northwestern Mutual Wealth Management Company

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Msci Eurzone Etf (EZU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Northwestern Mutual Wealth Management Company

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