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Schwab Strategic Tr cmn shares owned by K2 Financial

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by K2 Financial from 13F filings

Historical chart of K2 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 K2 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 K2 Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 57k 30.37
2025-09-30 $1.6M 55k 28.77
2025-06-30 $1.2M 42k 27.70
2025-03-31 $1.1M 43k 24.53
2024-12-31 $1.1M 44k 25.95

More positions owned by K2 Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr Usd Inv Grde Etf (USIG)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for K2 Financial

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