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Schwab Strategic Tr cmn shares owned by Code Waechter

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

Historical chart of Code Waechter investment in Schwab Strategic Tr cmn

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Code Waechter

Quarter filed Position value Share count Share price at filing
2025-09-30 $295k 10k 29.01
2025-06-30 $281k 10k 27.67
2025-03-31 $270k 10k 26.56
2024-12-31 $265k 10k 26.07
2024-09-30 $272k 3.4k 80.26

More positions owned by Code Waechter

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Etf Ser Solutions Aptus Defined (DRSK)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Code Waechter

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