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Schwab Strategic Tr cmn shares owned by Mayport

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

Historical chart of Mayport investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Mayport

Quarter filed Position value Share count Share price at filing
2024-09-30 $349k 4.3k 80.37
2024-06-30 $322k 4.3k 74.08
2024-03-31 $389k 5.1k 75.98
2023-12-31 $361k 5.1k 70.10

More positions owned by Mayport

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Meta Platforms Cl A (META)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Mayport

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