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Schwab Strategic Tr shares owned by Vestwell Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr shares owned by Vestwell Advisors from 13F filings

Historical chart of Vestwell Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Vestwell Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $508k 508k 1.00

More positions owned by Vestwell Advisors

iShares Tr iShares Core S&P 500 ETF (Principal) (IVV)
Fidelity Fidelity International Index (Principal) (FSPSX)
Fidelity Fidelity U.S. Bond Index (Principal) (FXNAX)
Lincoln Lincoln Stable Value Account -Z953X (Principal)
Fidelity Fidelity Emerging Markets Idx (Principal) (FPADX)
Schwab Strategic Tr Schwab US Large-Cap Growth ETF (Principal) (SCHG)
iShares Tr iShares Core S&P Mid-Cap ETF (Principal) (IJH)
Putnam Putnam Large Cap Value R6 (Principal)
Putnam Putnam Core Bond Fund R6 (Principal)
Fidelity Fidelity Total Market Index (Principal) (FSKAX)
iShares Tr iShares Core S&P Small-Cap ETF (Principal) (IJR)
Schwab Strategic Tr Schwab US Broad Market ETF (Principal) (SCHB)
Vanguard Index FDS Vanguard Value ETF (Principal) (VTV)
Vanguard Intl Equity Index F Vanguard Total World Stock ETF (Principal) (VT)
iShares Tr iShares Core International Aggt Bd ETF (Principal) (IAGG)

View all positions for Vestwell Advisors

Top funds holding Schwab Strategic Tr

Vestwell Advisors

View all funds holding Schwab Strategic Tr