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Schwab Strategic Tr cmn shares owned by CWC Advisors

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

Historical chart of CWC 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 CWC 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 CWC Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 2.7k 80.37

More positions owned by CWC Advisors

Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Broadcom (AVGO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Affiliated Managers (AMG)
Goldman Sachs (GS)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Microsoft Corporation (MSFT)

View all positions for CWC Advisors

Top funds holding Schwab Strategic Tr cmn

Mather Group
Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Advisor Group Holdings
Gemmer Asset Management
Savant Capital Management
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
Mokosak Advisory Group
Financial Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Krilogy Financial
CX Institutional

View all funds holding Schwab Strategic Tr cmn