Homrich Berg »

Schwab Strategic Tr cmn shares owned by Homrich Berg

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

Historical chart of Homrich Berg investment in Schwab Strategic Tr cmn

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $4.7M 69k 67.48
2021-06-30 $4.8M 70k 68.37
2021-03-31 $4.6M 70k 65.28
2020-12-31 $4.1M 70k 59.53
2020-09-30 $264k 5.1k 52.25

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

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
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn