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Schwab Strategic Tr cmn shares owned by Marble Wealth

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

Historical chart of Marble 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 Marble 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 Marble Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $285k 9.6k 29.61

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Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom (AVGO)
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Alphabet Cap Stk Cl C (GOOG)

View all positions for Marble 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
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