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Schwab Strategic Tr cmn shares owned by KC Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by KC Investment Advisors from 13F filings

Historical chart of KC Investment Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by KC Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 6.9k 29.61
2025-09-30 $676k 23k 29.33
2025-06-30 $202k 7.3k 27.67

More positions owned by KC Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPIB)
Goldman Sachs Etf Tr Muni Income Etf (GMUB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)

View all positions for KC Investment Advisors

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
LPL Financial
Gemmer Asset Management
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn