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Schwab Strategic Tr cmn shares owned by Diversified Enterprises

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

Historical chart of Diversified Enterprises investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Diversified Enterprises

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 121k 29.61
2025-09-30 $2.7M 94k 29.11
2025-06-30 $2.8M 100k 27.67
2025-03-31 $3.0M 112k 26.58
2024-12-31 $1.0M 39k 26.07

More positions owned by Diversified Enterprises

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Harbor Etf Trust Internatnal Comp (OSEA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Series Trust State Street Spd (SLYG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Diversified Enterprises

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