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Schwab Strategic Tr shares owned by Sonoma Private Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr (SAEF) shares owned by Sonoma Private Wealth from 13F filings

Historical chart of Sonoma Private Wealth investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $390k 17k 23.33
2023-09-30 $338k 17k 20.37
2023-06-30 $309k 14k 22.27
2023-03-31 $421k 20k 21.25
2022-12-31 $278k 14k 19.90

More positions owned by Sonoma Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
NVIDIA Corporation (NVDA)
Global X Fds Data Ctr Reits (VPN)
At&t (T)
Vaneck Etf Trust Hip Sustble Muni (SMI)
Merck & Co (MRK)

View all positions for Sonoma Private Wealth

Top funds holding Schwab Strategic Tr

Wealth Enhancement Advisory Services
Sonoma Private Wealth
UBS Group
Royal Bank of Canada

View all funds holding Schwab Strategic Tr