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Schwab Strategic Tr cmn shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 2.8k 80.37
2024-06-30 $211k 2.8k 74.08
2020-09-30 $544k 10k 52.15
2020-06-30 $798k 16k 50.13
2020-03-31 $902k 20k 44.25
2019-12-31 $435k 7.2k 60.13

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Dimensional Etf Trust Us High Profitab (DUHP)
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Ishares Msci Emrg Chn (EMXC)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Ishares Tr Residential Mult (REZ)
Vanguard World Health Car Etf (VHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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First Tr Exchange-traded Nasd Tech Div (TDIV)
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Apple (AAPL)
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Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)

View all positions for Aprio Wealth Management

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