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Schwab Strategic Tr 0 shares owned by Archvest Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Archvest Wealth Advisors from 13F filings

Historical chart of Archvest Wealth Advisors investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Archvest Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Archvest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 26k 53.63
2024-06-30 $1.2M 24k 51.58
2024-03-31 $677k 13k 51.75
2023-12-31 $683k 13k 52.20

More positions owned by Archvest Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA)
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB)
Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Conser Alloc Etf (AOK)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Archvest Wealth Advisors

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
Lincoln National
HPM Partners
Jasper Ridge Partners
Alliancebernstein
Central Trust & Investment
Nepc
Alesco Advisors
Goldman Sachs Group
Evoke Wealth
ARGI Investment Services

View all funds holding Schwab Strategic Tr 0