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Schwab Strategic Tr cmn shares owned by M3 Advisory Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 26k 80.37
2024-06-30 $1.8M 24k 74.08
2024-03-31 $1.7M 23k 75.98
2023-12-31 $1.5M 22k 70.10

More positions owned by M3 Advisory Group

Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Select Sector Spdr Tr Financial (XLF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for M3 Advisory Group

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