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Schwab Strategic Tr cmn shares owned by McCarthy & Cox

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

Historical chart of McCarthy & Cox investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by McCarthy & Cox

Quarter filed Position value Share count Share price at filing
2025-09-30 $604k 21k 29.11
2025-06-30 $549k 20k 27.67

More positions owned by McCarthy & Cox

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
J P Morgan Exchange Traded F Income Etf (JPIE)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Ssga Active Tr Spdr Ssga My2026 (MYCF)

View all positions for McCarthy & Cox

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
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn