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Schwab Strategic Tr cmn shares owned by Financial Services Advisory

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

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Financial Services Advisory 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 Services Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 405k 30.50

More positions owned by Financial Services Advisory

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Proshares Tr Short S&p 500 Ne (SH)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard World Mega Cap Index (MGC)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Financial Services Advisory

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
Moneta Group Investment Advisors
Betterment
Cetera Investment Advisers
Gemmer Asset Management
LPL Financial
Savant Capital Management
Creative Planning

View all funds holding Schwab Strategic Tr cmn