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Schwab Strategic Tr us aggregate b shares owned by Ohe Financial

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

Historical chart of Ohe 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 31k 46.00
2023-09-30 $1.3M 29k 44.23
2023-06-30 $1.3M 29k 46.16
2023-03-31 $1.2M 26k 46.91
2022-12-31 $1.2M 26k 45.65
2022-09-30 $533k 12k 45.35
2022-06-30 $595k 12k 47.88
2022-03-31 $628k 12k 50.53
2021-12-31 $670k 12k 53.91
2021-09-30 $20k 377 53.05
2021-03-31 $266k 4.9k 53.94
2020-12-31 $275k 4.9k 55.96
2020-09-30 $271k 4.8k 56.15
2020-06-30 $271k 4.8k 56.35
2020-03-31 $2.5M 9.7k 258.49
2019-12-31 $270k 5.0k 53.53
2019-09-30 $287k 5.3k 53.98
2019-06-30 $280k 5.3k 53.01
2019-03-31 $267k 5.1k 51.93
2018-12-31 $259k 5.1k 50.61

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

View all positions for Ohe 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