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Schwab Strategic Tr us aggregate b shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma Private Wealth 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 Sonoma Private Wealth 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 Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $450k 9.8k 46.00
2023-12-31 $260k 5.6k 46.62

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Global X Fds Data Ctr Reits (VPN)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Merck & Co (MRK)
At&t (T)
Applied Materials (AMAT)
Apple (AAPL)
Amazon (AMZN)

View all positions for Sonoma Private Wealth

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