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Schwab Strategic Tr cmn shares owned by Cooper/haims Advisors

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

Historical chart of Cooper/haims 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 Cooper/haims Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Cooper/haims Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $374k 13k 29.11
2025-06-30 $354k 13k 27.67
2025-03-31 $337k 13k 26.58
2024-12-31 $329k 13k 26.07

More positions owned by Cooper/haims Advisors

Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Paychex (PAYX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Dimensional Etf Trust Global Real Est (DFGR)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Kennametal (KMT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cooper/haims 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