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Schwab Strategic Tr cmn shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 144k 29.61
2025-09-30 $4.0M 137k 29.11
2025-06-30 $3.4M 125k 27.67

More positions owned by OneAscent Financial Services

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Enhanc (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for OneAscent Financial Services

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