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Schwab Strategic Tr cmn shares owned by JSF Financial

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

Historical chart of JSF Financial investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by JSF Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 6.0k 34.81

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creat Unit (CGGR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)

View all positions for JSF Financial

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Honkamp Krueger Financial Services
Mather Group
Mariner Wealth Advisors
Advisor Group Holdings
Vantagepoint Investment Advisers
Savant Capital Management
Moneta Group Investment Advisors
Beacon Pointe Advisors
Betterment
Wealth Enhancement Advisory Services
LPL Financial
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn