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Schwab Strategic Tr cmn shares owned by Disciplined Investors

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

Historical chart of Disciplined Investors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Disciplined Investors

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 11k 29.11
2025-06-30 $294k 11k 27.67
2025-03-31 $281k 11k 26.58
2024-12-31 $276k 11k 25.95

More positions owned by Disciplined Investors

Ishares Tr Intl Sel Div Etf (IDV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Core Plus (DFGP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Cadence Bank (CADE)

View all positions for Disciplined Investors

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

View all funds holding Schwab Strategic Tr cmn