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Schwab Strategic Tr cmn shares owned by Founders Financial Securities

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

Historical chart of Founders Financial Securities investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2025-06-30 $293k 11k 27.67
2025-03-31 $537k 21k 25.65
2024-06-30 $259k 3.5k 74.08

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Founders Financial Securities

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