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Schwab Strategic Tr cmn shares owned by First Western Trust Bank

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by First Western Trust Bank from 13F filings

Historical chart of First Western Trust Bank investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by First Western Trust Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by First Western Trust Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $303k 3.8k 80.37
2024-06-30 $279k 3.8k 74.08
2024-03-31 $286k 3.8k 75.98
2023-12-31 $264k 3.8k 70.10

More positions owned by First Western Trust Bank

Stryker Corporation Common Stock (SYK)
Vanguard Index Fds Exchange Traded Fund (VOO)
Ishares Tr Exchange Traded Fund (IWR)
Spdr S&p 500 Etf Tr Exchange Traded Fund (SPY)
Ishares Tr Exchange Traded Fund (IWM)
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)
Vanguard Index Fds Exchange Traded Fund (VTI)
Invesco Exchange Traded Fd Tr Exchange Traded Fund (RSP)
Apple Common Stock (AAPL)
Ishares Tr Fixed Income ETF (IBTE)
Microsoft Corp Common Stock (MSFT)
Oracle Corp Common Stock (ORCL)
Alphabet Common Stock (GOOGL)
Ishares Tr Exchange Traded Fund (IJH)
Woodward Common Stock (WWD)

View all positions for First Western Trust Bank

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