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Schwab Strategic Tr cmn shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service investment in Schwab Strategic Tr cmn

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2025-09-30 $33M 1.1M 29.11
2025-06-30 $32M 1.1M 27.67
2025-03-31 $30M 1.1M 26.58
2024-12-31 $31M 1.2M 26.07
2024-09-30 $33M 405k 80.37
2024-06-30 $30M 407k 74.08
2024-03-31 $32M 416k 75.98
2023-12-31 $30M 431k 70.10
2023-09-30 $31M 476k 64.46
2023-06-30 $33M 492k 67.09
2023-03-31 $35M 529k 65.58
2022-12-31 $52M 790k 66.02
2022-09-30 $74M 1.3M 58.51
2022-06-30 $78M 1.2M 62.42
2022-03-31 $89M 1.2M 71.39
2021-12-31 $88M 1.2M 73.22
2021-09-30 $80M 1.2M 67.48
2021-06-30 $79M 1.2M 68.37
2021-03-31 $71M 1.1M 65.28
2020-12-31 $59M 993k 59.53
2020-09-30 $49M 929k 52.19
2020-06-30 $46M 912k 50.11
2020-03-31 $36M 808k 44.27
2019-12-31 $11M 178k 60.12
2019-09-30 $9.7M 171k 56.73
2019-06-30 $9.2M 164k 56.14
2019-03-31 $8.4M 154k 54.74
2018-12-31 $6.5M 133k 49.29
2018-09-30 $7.8M 140k 56.08
2018-06-30 $6.7M 127k 53.12
2018-03-31 $6.4M 121k 52.84
2017-12-31 $6.6M 121k 54.67
2017-09-30 $5.9M 114k 51.82
2017-06-30 $5.5M 110k 50.20
2017-03-31 $5.0M 101k 49.68
2016-12-31 $3.8M 79k 48.10
2016-09-30 $3.2M 70k 45.56
2016-06-30 $2.0M 44k 44.79
2016-03-31 $276k 6.4k 43.24
2015-12-31 $215k 5.1k 42.41

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
NVIDIA Corporation (NVDA)
Corcept Therapeutics Incorporated (CORT)
Microsoft Corporation (MSFT)
Pgim Etf Tr Total Return Bon (PTRB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advisory Service

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
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn