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Schwab Strategic Tr cmn shares owned by CVFG

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

Historical chart of CVFG investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by CVFG

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 6.9k 29.61

More positions owned by CVFG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPMD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Core Balanced SHS (CGBL)
Eli Lilly & Co. (LLY)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (SPAB)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for CVFG

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
Gemmer Asset Management
Cetera Investment Advisers
LPL Financial
Savant Capital Management

View all funds holding Schwab Strategic Tr cmn