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Schwab Strategic Tr cmn shares owned by Family Asset Management

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

Historical chart of Family Asset Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Family Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 21k 70.10
2023-09-30 $3.0M 47k 64.46
2023-06-30 $4.3M 64k 67.09
2023-03-31 $4.4M 68k 65.58
2022-12-31 $4.2M 64k 66.02

More positions owned by Family Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Family Asset Management

Top funds holding Schwab Strategic Tr cmn

Mather Group
Wealth Enhancement Advisory Services
Advisor Group Holdings
Honkamp Krueger Financial 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