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Schwab Strategic Tr cmn shares owned by Nauset Wealth Management

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

Historical chart of Nauset Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Nauset Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $7.0k 100 70.00

More positions owned by Nauset Wealth Management

Amazon (AMZN)
Select Sector Spdr Tr Sbi Int-inds (XLI)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Etfs Bbrg All Commdy (BCD)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
American Tower Reit (AMT)
Spdr Ser Tr S&p Bk Etf (KBE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Nauset Wealth Management

Top funds holding Schwab Strategic Tr cmn

Mather Group
Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Advisor Group Holdings
Gemmer Asset Management
Savant Capital Management
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
Mokosak Advisory Group
Financial Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Krilogy Financial
CX Institutional

View all funds holding Schwab Strategic Tr cmn