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Schwab Strategic Tr cmn shares owned by Family Capital Trust Company

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

Historical chart of Family Capital Trust Company 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 Capital Trust Company 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 Capital Trust Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $35k 433 80.36
2024-06-30 $32k 433 74.08
2024-03-31 $33k 433 75.97

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View all positions for Family Capital Trust Company

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