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Schwab Strategic Tr cmn shares owned by HMV Wealth Advisors

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

Historical chart of HMV Wealth 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 HMV Wealth 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 HMV Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $627k 22k 29.11
2025-06-30 $628k 23k 27.67
2025-03-31 $604k 23k 26.58
2024-12-31 $592k 23k 26.07

More positions owned by HMV Wealth Advisors

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for HMV Wealth 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
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn