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Schwab Strategic Tr cmn shares owned by Advocate Group

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

Historical chart of Advocate Group investment in Schwab Strategic Tr cmn

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Advocate Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $211k 8.1k 26.07
2024-09-30 $217k 2.7k 80.37
2024-06-30 $200k 2.7k 74.08
2024-03-31 $205k 2.7k 75.98

More positions owned by Advocate Group

General Mills (GIS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Large Cap Etf (VV)
Abbvie (ABBV)
International Business Machines (IBM)
Apple (AAPL)
Cisco Systems (CSCO)
Enbridge (ENB)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Morgan Stanley Com New (MS)
Verizon Communications (VZ)
United Parcel Service CL B (UPS)
Emerson Electric (EMR)
Chevron Corporation (CVX)

View all positions for Advocate Group

Top funds holding Schwab Strategic Tr cmn

Mather Group
Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Advisor Group Holdings
Gemmer Asset Management
Savant Capital Management
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
Mokosak Advisory Group
Financial Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Krilogy Financial
CX Institutional

View all funds holding Schwab Strategic Tr cmn