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Schwab Strategic Tr cmn shares owned by Dfpg Investments

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

Historical chart of Dfpg Investments investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Dfpg Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 15k 69.70
2023-09-30 $992k 16k 63.36
2023-06-30 $1.1M 16k 68.29
2023-03-31 $1.1M 16k 65.58
2022-12-31 $932k 14k 68.37

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View all positions for Dfpg Investments

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
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn