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Schwab Strategic Tr cmn shares owned by Emerald Advisors

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

Historical chart of Emerald Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Emerald Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 67k 27.30
2024-06-30 $1.6M 22k 74.08
2024-03-31 $1.7M 23k 75.98
2023-12-31 $1.6M 23k 70.10

More positions owned by Emerald Advisors

Costco Wholesale Corporation (COST)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Emerald Advisors

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
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn