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Schwab Strategic Tr cmn shares owned by Foster Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Foster Group from 13F filings

Historical chart of Foster Group investment in Schwab Strategic Tr cmn

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Foster Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 7.9k 29.11
2025-06-30 $218k 7.9k 27.67
2023-06-30 $204k 3.0k 67.09
2023-03-31 $207k 3.2k 65.58

More positions owned by Foster Group

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Foster Group

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