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Schwab Strategic Tr cmn shares owned by American Trust

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

Historical chart of American 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 American 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 American Trust

Quarter filed Position value Share count Share price at filing
2023-06-30 $316k 4.8k 66.38
2023-03-31 $266k 5.3k 50.64
2022-12-31 $257k 5.2k 49.23
2022-06-30 $224k 3.6k 62.73
2022-03-31 $315k 4.4k 71.43

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Ishares Core Dividend Growth Equities (DGRO)
Idacorp Equities (IDA)
Vanguard Intermed Term Bond Etf Equities (BIV)
Vanguard Mid Cap Etf Equities (VO)
Vanguard Small Cap Etf Equities (VB)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Schwab Us Large Cap Equities (SCHX)
Vanguard Ftse Developed Markets Equities (VEA)
Schwab Us Dividend Equity Equities (SCHD)
Vanguard Mega Cap Growth ETF Equities (MGK)
Vanguard Intermediate Term Gove Equities (VGIT)
Vanguard Mortgage-backed Secs E Equities (VMBS)
Vanguard Intermediate-term Corp Equities (VCIT)
Ishares Edge Msci Usa Quality F Equities (QUAL)

View all positions for American Trust

Top funds holding Schwab Strategic Tr cmn

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
Rainey & Randall Investment Management
Financial Advisors
HighTower Advisors
Mokosak Advisory Group
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn