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Schwab Strategic Tr cmn shares owned by Orographic Financial Advisors

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

Historical chart of Orographic Financial Advisors investment in Schwab Strategic Tr cmn

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Orographic Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $200k 6.6k 30.38

More positions owned by Orographic Financial Advisors

Apple (AAPL)
Exxon Mobil Corporation (XOM)
TJX Companies (TJX)
Microsoft Corporation (MSFT)
Schwab Strategic Tr us dividend eq (SCHD)
Berkshire Hathaway (BRK.B)
Vanguard Information Technology ETF (VGT)
Cisco Systems (CSCO)
At&t (T)
Howmet Aerospace (HWM)
Chevron Corporation (CVX)
SPDR Gold Trust (GLD)
Kinder Morgan (KMI)
Bristol Myers Squibb (BMY)
Alphabet Inc Class A cs (GOOGL)

View all positions for Orographic Financial Advisors

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
Moneta Group Investment Advisors
Betterment
Cetera Investment Advisers
Gemmer Asset Management
LPL Financial
Savant Capital Management
Morgan Stanley

View all funds holding Schwab Strategic Tr cmn