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Schwab Strategic Tr long term us shares owned by Savant Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Savant Capital Management from 13F filings

Historical chart of Savant Capital Management investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us held by Savant Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr long term us by Savant Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $493k 16k 30.15

More positions owned by Savant Capital Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Savant Capital Management

Top funds holding Schwab Strategic Tr long term us

Toroso Investments
Envestnet Asset Management
Mirae Asset Global Investments
SFMG Wealth Advisors
LPL Financial
Carolina Wealth Advisors
Werba Rubin Papier Wealth Management
Mml Investors Services
Bank of New York Mellon
Morgan Stanley
Wells Fargo & Company
Cetera Investment Advisers
AllGen Financial Advisors
Summit Financial
Beacon Bridge Wealth Partners

View all funds holding Schwab Strategic Tr long term us