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Schwab Strategic Tr cmn shares owned by Modus Advisors

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

Historical chart of Modus Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Modus Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8k 93 29.61
2024-12-31 $3.5k 135 26.07
2021-06-30 $5.0k 70 71.43

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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
Moneta Group Investment Advisors
Betterment
Gemmer Asset Management
Cetera Investment Advisers
LPL Financial
Savant Capital Management
Mokosak Advisory Group

View all funds holding Schwab Strategic Tr cmn