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Schwab Strategic Tr cmn shares owned by Austin Asset Management

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

Historical chart of Austin Asset 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 Austin Asset 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 Austin Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $323k 4.3k 75.99
2023-12-31 $303k 4.3k 70.11
2023-09-30 $270k 4.2k 64.47
2023-06-30 $293k 4.4k 67.10
2023-03-31 $287k 4.4k 65.59

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View all positions for Austin Asset Management

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
Mokosak Advisory Group
HighTower Advisors
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn