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Schwab Strategic Tr cmn shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital Advisory investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 73k 30.50

More positions owned by Elevation Capital Advisory

Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ssga Active Etf Tr State Street Ult (ULST)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPYG)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded A Com Shs (FEX)
First Tr Exchange-traded SHS (FDL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for Elevation Capital Advisory

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
Moneta Group Investment Advisors
Betterment
Cetera Investment Advisers
Gemmer Asset Management
LPL Financial
Savant Capital Management
Morgan Stanley

View all funds holding Schwab Strategic Tr cmn