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Schwab Strategic Tr shares owned by WFA of San Diego

Quarter-by-quarter ownership of Schwab Strategic Tr (SAEF) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by WFA of San Diego consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2024-09-30 $51k 1.9k 26.54
2023-09-30 $39k 1.9k 20.37
2023-06-30 $43k 1.9k 22.27
2022-12-31 $38k 1.9k 19.90

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Qualcomm (QCOM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Exc S&p500 Downsid (PHDG)
Amazon (AMZN)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for WFA of San Diego

Top funds holding Schwab Strategic Tr

Wealth Enhancement Advisory Services
Sonoma Private Wealth
Royal Bank of Canada
WFA of San Diego
Morgan Stanley

View all funds holding Schwab Strategic Tr