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Schwab Strategic Tr cmn shares owned by Monetary Solutions

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

Historical chart of Monetary Solutions investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Monetary Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 70k 29.61

More positions owned by Monetary Solutions

Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Floating Rate Bond Etf Etf (FLOT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Apple Stock (AAPL)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Chase & Co Stock (JPM)
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard Small Cap Value Etf Etf (VBR)
Schwab U.s. Large-cap Value Etf Etf (SCHV)
Invesco S&p Midcap Momentum Etf Etf (XMMO)
Abbvie Stock (ABBV)
Vanguard International High Dividend Yield Etf Etf (VYMI)

View all positions for Monetary Solutions

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