Tradewinds Capital Management »

Schwab Strategic Tr cmn shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds 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 Tradewinds 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 Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 220 75.98
2023-12-31 $15k 220 70.10
2023-09-30 $14k 220 64.46
2023-06-30 $15k 220 67.09
2023-03-31 $14k 220 65.58
2022-12-31 $17k 263 66.02
2022-09-30 $15k 263 57.03
2022-06-30 $16k 263 60.84
2022-03-31 $56k 784 71.43
2021-12-31 $54k 741 72.87
2021-09-30 $50k 741 67.48
2021-06-30 $51k 741 68.83
2021-03-31 $48k 741 64.78
2020-12-31 $44k 741 59.38
2020-09-30 $39k 741 52.63
2020-06-30 $37k 741 49.93
2020-03-31 $33k 741 44.53
2019-12-31 $123k 2.0k 60.12
2019-09-30 $115k 2.0k 56.85
2019-06-30 $113k 2.0k 56.11
2019-03-31 $110k 2.0k 54.62
2018-12-31 $102k 2.1k 49.51
2018-09-30 $114k 2.0k 55.85
2018-06-30 $108k 2.0k 53.15
2018-03-31 $107k 2.0k 52.66
2017-12-31 $111k 2.0k 54.84
2017-09-30 $117k 2.3k 51.61
2017-06-30 $159k 3.2k 50.30
2017-03-31 $2.9M 59k 49.67
2016-12-31 $1.1M 22k 48.11
2016-09-30 $2.1M 47k 45.55
2016-06-30 $3.0M 67k 44.78
2016-03-31 $3.4M 78k 43.20
2015-12-31 $2.2M 52k 42.45
2015-09-30 $2.0M 51k 39.82
2015-06-30 $1.8M 42k 43.03
2015-03-31 $939k 22k 43.28
2014-12-31 $2.2M 51k 44.09
2014-09-30 $3.4M 81k 42.64
2014-06-30 $3.4M 80k 42.82
2014-03-31 $991k 24k 41.22
2013-12-31 $984k 24k 40.71

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Tradewinds 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