Steele Capital Management »

Schwab Strategic Tr cmn shares owned by Steele Capital Management

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

Historical chart of Steele Capital Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Steele Capital Management 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 Steele Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 44k 75.98
2023-12-31 $3.2M 46k 70.10

More positions owned by Steele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Steele Capital Management

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