Kathleen S. Wright Associates »

Schwab Strategic Tr cmn shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Schwab Strategic Tr cmn

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All positions including Schwab Strategic Tr cmn held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 151 80.37

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

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
Betterment
Gemmer Asset Management
LPL Financial
Savant Capital Management
Moneta Group Investment Advisors
Rainey & Randall Investment Management
Mokosak Advisory Group
Financial Advisors

View all funds holding Schwab Strategic Tr cmn