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Schwab Strategic Tr cmn shares owned by American Financial & Tax Strategies

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by American Financial & Tax Strategies from 13F filings

Historical chart of American Financial & Tax Strategies investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by American Financial & Tax Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by American Financial & Tax Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.9M 53k 74.08
2024-03-31 $4.0M 53k 75.98
2023-12-31 $1.3M 36k 34.89

More positions owned by American Financial & Tax Strategies

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Wisdomtree Tr Us Hgh Yld Corp (WFHY)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for American Financial & Tax Strategies

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Mather Group
Sei Investments
Advisor Group Holdings
Envestnet Asset Management
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Gemmer Asset Management
Savant Capital Management
Krilogy Financial
LPL Financial
Moneta Group Investment Advisors
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn