Deschutes Portfolio Strategy »

Schwab Strategic Tr cmn shares owned by Deschutes Portfolio Strategy

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Deschutes Portfolio Strategy from 13F filings

Historical chart of Deschutes Portfolio Strategy investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Deschutes Portfolio Strategy consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Deschutes Portfolio Strategy

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 2.9k 75.98
2023-12-31 $201k 2.9k 70.10
2022-03-31 $205k 2.9k 71.48
2021-12-31 $210k 2.9k 73.22

More positions owned by Deschutes Portfolio Strategy

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Shockwave Med (SWAV)
Ascendis Pharma A/s Sponsored Adr (ASND)
Lam Research Corporation (LRCX)
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)
Destra Multi-alternative Common Shares (DMA)
Highland Opportunities Highland Income (HFRO)
Blackrock Science & Technolo Shs Ben Int (BSTZ)
Amazon (AMZN)
Nexpoint Diversified Rel Et Com New (NXDT)
Highland Global mf closed and mf open (HGLB)
Ecofin Sustainable And Socia Com Sh Ben Int (TEAF)
Taiwan Fund (TWN)

View all positions for Deschutes Portfolio Strategy

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
Financial Advisors
Rainey & Randall Investment Management
Mokosak Advisory Group
Focus Financial Network
Moneta Group Investment Advisors
United Capital Financial Advisers

View all funds holding Schwab Strategic Tr cmn