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Schwab Strategic Tr cmn shares owned by KFA Private Wealth Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by KFA Private Wealth Group from 13F filings

Historical chart of KFA Private Wealth Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by KFA Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $246k 3.2k 75.97

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for KFA Private Wealth Group

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Envestnet Asset Management
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
LPL Financial
Financial Advisors
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn