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Schwab Strategic Tr cmn shares owned by Elm3 Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Elm3 Financial Group from 13F filings

Historical chart of Elm3 Financial Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Elm3 Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Elm3 Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $420k 12k 34.81

More positions owned by Elm3 Financial Group

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Schwab Strategic Tr High Yiel Bd Etf (SCYB)

View all positions for Elm3 Financial Group

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mather Group
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Betterment
Beacon Pointe Advisors
Cetera Investment Advisers
Gemmer Asset Management
LPL Financial
Savant Capital Management

View all funds holding Schwab Strategic Tr cmn