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Schwab Strategic Tr cmn shares owned by Halbert Hargrove Global Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Halbert Hargrove Global Advisors from 13F filings

Historical chart of Halbert Hargrove Global Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Halbert Hargrove Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $158k 5.3k 29.61
2025-09-30 $6.5k 222 29.11
2025-06-30 $6.1k 222 27.67
2025-03-31 $5.9k 222 26.58
2024-12-31 $5.8k 222 26.07

More positions owned by Halbert Hargrove Global Advisors

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Micro-cap Etf (IWC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Halbert Hargrove Global Advisors

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
Betterment
Gemmer Asset Management
Cetera Investment Advisers
LPL Financial
Savant Capital Management

View all funds holding Schwab Strategic Tr cmn