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Schwab Strategic Tr cmn shares owned by Hrc Wealth Management

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

Historical chart of Hrc Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Hrc Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $27M 382k 70.10

More positions owned by Hrc Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Boeing Company (BA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Fidelity Covington Trust Msci Hlth Care I (FHLC)

View all positions for Hrc Wealth Management

Top funds holding Schwab Strategic Tr cmn

Mather Group
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Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
Rainey & Randall Investment Management
Financial Advisors
HighTower Advisors
Mokosak Advisory Group
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn