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Schwab Strategic Tr cmn shares owned by MB Generational Wealth

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

Historical chart of MB Generational 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 MB Generational 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 MB Generational Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $337k 11k 29.61
2025-09-30 $334k 12k 29.11

More positions owned by MB Generational Wealth

Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ge Aerospace Com New (GE)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Gossamer Bio (GOSS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for MB Generational 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
Gemmer Asset Management
Cetera Investment Advisers
LPL Financial
Savant Capital Management

View all funds holding Schwab Strategic Tr cmn