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Schwab Strategic Tr cmn shares owned by Copley Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Copley Financial Group from 13F filings

Historical chart of Copley Financial Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Copley Financial Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $7.3k 279 26.07
2024-12-31 $7.3k 279 26.07
2024-09-30 $57k 704 80.37

More positions owned by Copley Financial Group

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Series Trust Portfolio Agrgte (SPAB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Pacer Fds Tr Emrg Mkt Cash (ECOW)
World Gold Tr Spdr Gld Minis (GLDM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vaneck Etf Trust Real Assets Etf (RAAX)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Abrdn Palladium Etf Trust Physical Palladm (PALL)
Caterpillar (CAT)

View all positions for Copley Financial Group

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
Betterment
LPL Financial
Gemmer Asset Management
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn