Mosaic Family Wealth Partners »

Schwab Strategic Tr cmn shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $228k 6.6k 34.81

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Mosaic Family Wealth Partners

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mather Group
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Betterment
Beacon Pointe Advisors
Cetera Investment Advisers
Gemmer Asset Management
LPL Financial
Savant Capital Management

View all funds holding Schwab Strategic Tr cmn