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Schwab Strategic Tr cmn shares owned by Bellwether Advisors

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

Historical chart of Bellwether Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Bellwether Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $254k 3.2k 80.37

More positions owned by Bellwether Advisors

Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Hlthcare Etf (IYH)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Communication (XLC)
Broadcom (AVGO)
Select Sector Spdr Tr Indl (XLI)
Oracle Corporation (ORCL)
Ishares Tr Us Consm Staples (IYK)
ON Semiconductor (ON)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Bellwether Advisors

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