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Schwab Strategic Tr us aggregate b shares owned by Strategic Asset Management

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

Historical chart of Strategic Asset Management 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 Strategic Asset Management 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 Strategic Asset Management

Quarter filed Position value Share count Share price at filing
2022-09-30 $495k 11k 45.33
2022-06-30 $450k 9.4k 47.83
2022-03-31 $502k 9.9k 50.53
2021-12-31 $68k 1.3k 54.27
2021-09-30 $68k 1.3k 54.27

More positions owned by Strategic Asset Management

Spdr Series Trust Portfolio S&p 500 Etf Portfolio S&p 500 Etf (SPLG)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Ishares Trust Esg Aware Msci Usa Etf Esg Aware Msci Usa Etf (ESGU)
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 Etf (QQQ)
Apple (AAPL)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Yum! Brands (YUM)
Spdr Bloomberg 1-3 Month T-bill Etf Bloomberg 1-3 Month T-bill Etf (BIL)
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR)
First Tr Exchange Traded Fd Vi Us Equity Deep Buffer Etf Us Equity Deep Buffer Etf (DFEB)
Ishares Us Etf Trust Blackrock Sh Maturity Bd Etf Blackrock Sh Maturity Bd Etf (NEAR)
First Tr Exchange Traded Fd Vi Us Equity Buffer Feb Etf Us Equity Buffer Feb Etf (FFEB)
Ishares Trust Eafe Grwth Etf Eafe Grwth Etf (EFG)
Ishares Trust Eafe Value Etf Eafe Value Etf (EFV)
Ishares Trust Us Treas Bd Etf Us Treas Bd Etf (GOVT)

View all positions for Strategic Asset Management

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