Ethos Financial Group »

Schwab Strategic Tr cmn shares owned by Ethos Financial Group

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

Historical chart of Ethos 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 Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 163k 70.10
2023-09-30 $9.5M 148k 64.46
2023-06-30 $12M 178k 65.58
2023-03-31 $12M 178k 65.58
2022-12-31 $11M 172k 66.02

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Vanguard Total World Stock ETF Etf (VT)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Schwab US Large Cap Value ETF Etf (SCHV)
Apple (AAPL)
iShares Short Treasury Bond ETF Etf (SHV)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
iShares 20 PLS Year Treasury BND ETF Etf (TLT)
SPDR S&P 500 Growth ETF Etf (SPYG)

View all positions for Ethos Financial Group

Top funds holding Schwab Strategic Tr cmn

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
Financial Advisors
Rainey & Randall Investment Management
HighTower Advisors
Mokosak Advisory Group
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn