Q4 2023 Holdings
Filed 2024-02-06 | 154 holdings | $418.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $24.9M | 672,653 | 5.9% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $26.6M | 320,537 | 6.4% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $26.7M | 354,576 | 6.4% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $43.0M | 564,447 | 10.3% |