Forum Financial Management »

Schwab Strategic Tr cmn shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $277k 9.1k 30.50
2025-12-31 $232k 7.8k 29.61
2025-09-30 $221k 7.6k 29.11

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

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
Morgan Stanley

View all funds holding Schwab Strategic Tr cmn