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Schwab Strategic Tr cmn shares owned by Aspen Grove Capital

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Aspen Grove Capital from 13F filings

Historical chart of Aspen Grove Capital investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Aspen Grove Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Aspen Grove Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 26k 70.10
2023-09-30 $1.7M 26k 64.46
2023-06-30 $1.5M 23k 67.09

More positions owned by Aspen Grove Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Valley National Ban (VLY)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
International Business Machines (IBM)
Spdr Ser Tr S&p Divid Etf (SDY)
Lululemon Athletica (LULU)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Msci Mexico Etf (EWW)
Microsoft Corporation (MSFT)

View all positions for Aspen Grove Capital

Top funds holding Schwab Strategic Tr cmn

Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
LPL Financial
Financial Advisors
Rainey & Randall Investment Management
Mokosak Advisory Group
Focus Financial Network

View all funds holding Schwab Strategic Tr cmn