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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
2024-06-30 $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 America Corporation (BAC)
Visa Com Cl A (V)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Bank of New York Mellon Corporation (BK)
Ishares Tr S&p 500 Val Etf (IVE)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Merck & Co (MRK)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
American Express Company (AXP)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Oracle Corporation (ORCL)
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
Mather Group
Sei Investments
Advisor Group Holdings
Envestnet Asset Management
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Gemmer Asset Management
Savant Capital Management
Krilogy Financial
LPL Financial
Moneta Group Investment Advisors
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn