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Schwab Strategic Tr cmn shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures 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 Bright Futures 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 Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 11k 29.11
2025-03-31 $269k 11k 24.53
2024-12-31 $308k 11k 27.09

More positions owned by Bright Futures Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Pacer Fds Tr Us Small Cap Cas (CALF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Series Trust S&p Regl Bkg (KRE)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Blackstone Mtg Tr Com Cl A (BXMT)
Innovator Etfs Trust Intl Developed (IAUG)
Apple (AAPL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Broadcom (AVGO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)
NVIDIA Corporation (NVDA)

View all positions for Bright Futures 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
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn