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Schwab Strategic Tr cmn shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 146k 75.98
2023-12-31 $10M 146k 70.10
2023-09-30 $9.3M 144k 64.46

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

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

View all funds holding Schwab Strategic Tr cmn