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Schwab Strategic Tr cmn shares owned by Leo Wealth

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

Historical chart of Leo Wealth investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $231k 2.9k 80.36
2024-06-30 $211k 2.9k 73.76

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Esg Intl Stk Etf (VSGX)
Affirm Hldgs Com Cl A (AFRM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Microsoft Corporation (MSFT)

View all positions for Leo Wealth

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
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn