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Schwab Strategic Tr cmn shares owned by Adelphi Trust

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Adelphi Trust from 13F filings

Historical chart of Adelphi Trust investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Adelphi Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Adelphi Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $701k 24k 29.61

More positions owned by Adelphi Trust

Vanguard Index Fds Exchange Traded Fund (VO)
Microsoft Corp Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Apple Common Stock (AAPL)
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)
Ishares Tr Exchange Traded Fund (IEFA)
Alphabet Common Stock (GOOGL)
Dimensional Etf Trust Exchange Traded Fund (DFAS)
Alphabet Common Stock (GOOG)
American Centy Etf Tr Exchange Traded Fund (AVEM)
Broadcom Common Stock (AVGO)
Booking Holdings Common Stock (BKNG)
Amazon Common Stock (AMZN)
Visa Common Stock (V)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Adelphi Trust

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Valpey Financial Services
Moneta Group Investment Advisors
Betterment
Gemmer Asset Management
Cetera Investment Advisers
LPL Financial

View all funds holding Schwab Strategic Tr cmn