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Schwab Strategic Tr cmn shares owned by Fi3 FINANCIAL ADVISORS

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Fi3 FINANCIAL ADVISORS from 13F filings

Historical chart of Fi3 FINANCIAL 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 Fi3 FINANCIAL 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 Fi3 FINANCIAL ADVISORS

Quarter filed Position value Share count Share price at filing
2025-12-31 $387k 13k 29.61
2025-09-30 $381k 13k 29.11
2025-06-30 $362k 13k 27.67
2025-03-31 $348k 13k 26.58
2024-12-31 $341k 13k 26.07
2024-09-30 $350k 4.4k 80.37

More positions owned by Fi3 FINANCIAL ADVISORS

iShares Core S&P 500 ETF Etf (IVV)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core S&P Small Cap ETF Etf (IJR)
SPDR S&P 500 ETF Trust Etf (SPY)
Eli Lilly & Co Common Stock (LLY)
Apple Common Stock (AAPL)
Schwab US TIPS ETF Etf (SCHP)
Vanguard Total Stock Market Index Fund ETF Etf (VTI)
Vanguard Small-Cap Index Fund ETF Etf (VB)
Hillenbrand Common Stock (HI)
Nvidia Corporation Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares MSCI EAFE ETF Etf (EFA)
iShares Core MSCI EAFE ETF Etf (IEFA)
Amazon.Com Common Stock (AMZN)

View all positions for Fi3 FINANCIAL 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
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Betterment
Gemmer Asset Management
Cetera Investment Advisers
LPL Financial
Savant Capital Management

View all funds holding Schwab Strategic Tr cmn