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Schwab Strategic Tr cmn shares owned by Diversified

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

Historical chart of Diversified 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 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

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 14k 80.37
2024-06-30 $804k 11k 74.08
2023-12-31 $222k 3.2k 70.10

More positions owned by Diversified

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Communication (XLC)
Vaneck Etf Trust Semiconductr Etf (SMH)
Bondbloxx Etf Trust Bloomberg Seven (XSVN)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Doubleline Etf Trust Commercial Real (DCRE)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Diversified

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