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Schwab Strategic Tr cmn shares owned by Bel Air Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Bel Air Investment Advisors from 13F filings

Historical chart of Bel Air Investment Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Bel Air Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Bel Air Investment Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $255k 3.7k 68.44
2021-03-31 $243k 3.7k 65.22

More positions owned by Bel Air Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Moody's Corporation (MCO)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
UnitedHealth (UNH)
Johnson & Johnson (JNJ)
Msci (MSCI)
Sherwin-Williams Company (SHW)
Pepsi (PEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
AutoZone (AZO)
Nike CL B (NKE)
Lowe's Companies (LOW)

View all positions for Bel Air Investment Advisors

Top funds holding Schwab Strategic Tr cmn

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
Rainey & Randall Investment Management
Financial Advisors
Mokosak Advisory Group
HighTower Advisors
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn