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Schwab Strategic Tr cmn shares owned by Main Street Financial Solutions

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

Historical chart of Main Street Financial Solutions investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Main Street Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Main Street Financial Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 44k 75.98
2023-12-31 $3.0M 43k 70.10
2023-09-30 $2.6M 41k 64.46
2023-06-30 $655k 9.8k 67.09
2023-03-31 $298k 4.5k 65.58

More positions owned by Main Street Financial Solutions

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Main Street Financial Solutions

Top funds holding Schwab Strategic Tr cmn

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
Rainey & Randall Investment Management
Financial Advisors
Mokosak Advisory Group
HighTower Advisors
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn