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Schwab Strategic Tr cmn shares owned by Biltmore Family Office

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Biltmore Family Office from 13F filings

Historical chart of Biltmore Family Office investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Biltmore Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.9k 138 64.46
2023-03-31 $676k 10k 65.58
2022-12-31 $680k 10k 66.02

More positions owned by Biltmore Family Office

Apple (AAPL)
Avidxchange Holdings (AVDX)
Ishares Gold Tr Ishares New (IAU)
Exchange Traded Concepts Tr Robo Glb Etf (ROBO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Large Cap Etf (VV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Aon Shs Cl A (AON)
Merck & Co (MRK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Whitehall Fds High Div Yld (VYM)
Abbvie (ABBV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pepsi (PEP)

View all positions for Biltmore Family Office

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
Financial Advisors
Rainey & Randall Investment Management
Mokosak Advisory Group
HighTower Advisors
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn