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Schwab Strategic Tr cmn shares owned by Marquette Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Marquette Asset Management from 13F filings

Historical chart of Marquette Asset Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Marquette Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $750k 29k 26.07
2024-09-30 $771k 9.6k 80.37
2024-06-30 $710k 9.6k 74.08
2024-03-31 $729k 9.6k 75.98
2023-12-31 $707k 10k 70.10
2023-09-30 $656k 10k 64.46
2023-06-30 $683k 10k 67.09
2023-03-31 $809k 12k 65.58
2022-12-31 $1.1M 17k 66.02
2022-09-30 $998k 17k 58.52
2022-06-30 $1.1M 17k 62.43
2022-03-31 $1.2M 17k 71.37
2021-12-31 $1.3M 17k 73.23
2021-09-30 $1.2M 17k 67.49
2021-06-30 $1.2M 17k 68.36
2021-03-31 $1.1M 17k 65.28
2020-12-31 $1.0M 17k 59.50
2020-09-30 $922k 18k 52.21
2020-06-30 $1.0M 21k 50.10
2020-03-31 $913k 21k 44.26
2019-12-31 $1.3M 21k 60.10
2019-09-30 $1.2M 21k 56.74
2019-06-30 $1.2M 21k 56.14
2019-03-31 $1.3M 23k 54.74
2018-12-31 $1.2M 23k 49.28
2018-09-30 $1.2M 22k 56.08
2018-06-30 $1.1M 22k 53.11
2018-03-31 $1.2M 22k 52.82
2017-12-31 $1.2M 22k 54.68
2017-09-30 $1.1M 22k 51.82
2017-06-30 $1.1M 22k 50.22
2017-03-31 $1.1M 22k 49.66
2016-12-31 $1.0M 22k 48.10
2016-09-30 $919k 20k 45.54
2016-06-30 $916k 20k 44.81
2016-03-31 $857k 20k 43.19
2015-12-31 $729k 17k 42.43

More positions owned by Marquette Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Marquette Asset Management

Top funds holding Schwab Strategic Tr cmn

Mather Group
Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Advisor Group Holdings
Gemmer Asset Management
Savant Capital Management
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
Mokosak Advisory Group
Financial Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Krilogy Financial
CX Institutional

View all funds holding Schwab Strategic Tr cmn