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Schwab Strategic Tr cmn shares owned by Copper Harbor Investment Advisors

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

Historical chart of Copper Harbor Investment 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 Copper Harbor Investment 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 Copper Harbor Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 58k 34.81

More positions owned by Copper Harbor Investment Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Growth (JGRO)

View all positions for Copper Harbor Investment 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
Moneta Group Investment Advisors
Betterment
Beacon Pointe Advisors
Cetera Investment Advisers
Gemmer Asset Management
LPL Financial
Savant Capital Management

View all funds holding Schwab Strategic Tr cmn