Capital Performance Advisors »

Schwab Strategic Tr cmn shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance 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 Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 7.5k 29.11
2025-03-31 $210k 7.9k 26.58
2024-09-30 $184k 2.3k 80.37

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Capital Performance 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
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