Olistico Wealth »

Schwab Strategic Tr cmn shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Olistico Wealth 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $33k 412 80.37
2024-06-30 $36k 484 74.12

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Capital Group Dividend Value Etf Etf (CGDV)
Oneok Stock (OKE)
Capital Group Growth Etf Etf (CGGR)
Eli Lilly & Co Stock (LLY)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Olistico Wealth

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
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn