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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
2024-09-30 $4.2M 52k 80.37
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)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Morningstar Grwt (ILCG)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for American Financial & Tax Strategies

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
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn