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Schwab Strategic Tr cmn shares owned by New Century Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by New Century Financial Group from 13F filings

Historical chart of New Century Financial Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by New Century Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by New Century Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $213k 8.1k 26.19
2024-09-30 $227k 2.8k 80.37
2024-06-30 $207k 2.8k 74.08

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
NVIDIA Corporation (NVDA)
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Amazon (AMZN)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Chevron Corporation (CVX)
Citigroup Com New (C)

View all positions for New Century Financial Group

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
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
Mokosak Advisory Group
Financial Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Krilogy Financial
CX Institutional
Brady Martz Wealth Solutions

View all funds holding Schwab Strategic Tr cmn