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Schwab Strategic Tr 0 shares owned by McNaughton Wealth Management

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

Historical chart of McNaughton Wealth Management investment in Schwab Strategic Tr 0

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

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Quarterly reported holdings in Schwab Strategic Tr 0 by McNaughton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 60k 53.63
2024-06-30 $3.1M 59k 52.01
2024-03-31 $2.8M 54k 52.16
2023-12-31 $2.7M 51k 52.20
2023-09-30 $2.5M 49k 50.49
2023-06-30 $1.1M 22k 52.43

More positions owned by McNaughton Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Ssga Us Smal Etf (SMLV)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr Msci Eafe Min Vl (EFAV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Inf Tech Etf (VGT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)

View all positions for McNaughton Wealth Management

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