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Schwab Strategic Tr cmn shares owned by Matthew Goff Investment Advisor

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Matthew Goff Investment Advisor from 13F filings

Historical chart of Matthew Goff Investment Advisor investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Matthew Goff Investment Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Matthew Goff Investment Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 27k 80.37
2024-06-30 $2.0M 27k 74.08
2023-06-30 $2.1M 32k 67.09
2023-03-31 $2.1M 32k 65.58
2022-06-30 $881k 14k 62.42

More positions owned by Matthew Goff Investment Advisor

Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Bank of New York Mellon Corporation (BK)
Bank of America Corporation (BAC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Visa Com Cl A (V)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr S&p 500 Val Etf (IVE)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
American Express Company (AXP)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Oracle Corporation (ORCL)
Merck & Co (MRK)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Unilever Spon Adr New (UL)

View all positions for Matthew Goff Investment Advisor

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