Gleason Group »

Schwab Strategic Tr cmn shares owned by Gleason Group

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

Historical chart of Gleason Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Gleason Group 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 Gleason Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $127k 4.2k 30.50
2023-03-31 $0 0 0.00
2022-12-31 $2.3M 34k 66.02

More positions owned by Gleason Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
Vanguard Extended Market ETF (VXF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Vanguard Value ETF (VTV)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Schwab Strategic Tr us lrg cap etf (SCHX)
Vanguard Wellington (VTES)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)
Vanguard Lg Term Govt Bd ETF (VGLT)
iShares S&P 1500 Index Fund (ITOT)
Vanguard Emerging Markets ETF (VWO)
Schwab International Equity ETF (SCHF)
Vanguard High Dividend Yield ETF (VYM)

View all positions for Gleason 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
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