Patrick M Sweeney & Associates »

Schwab Strategic Tr cmn shares owned by Patrick M Sweeney & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Patrick M Sweeney & Associates from 13F filings

Historical chart of Patrick M Sweeney & Associates investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Patrick M Sweeney & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Patrick M Sweeney & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $235k 6.7k 34.81

More positions owned by Patrick M Sweeney & Associates

Apple (AAPL)
Bank of America Corporation (BAC)
Abbott Laboratories (ABT)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Merck & Co (MRK)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Eli Lilly & Co. (LLY)
CVS Caremark Corporation (CVS)
Amazon (AMZN)
Pfizer (PFE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Visa Com Cl A (V)

View all positions for Patrick M Sweeney & Associates

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Honkamp Krueger Financial Services
Mather Group
Mariner Wealth Advisors
Advisor Group Holdings
Vantagepoint Investment Advisers
Savant Capital Management
Moneta Group Investment Advisors
Beacon Pointe Advisors
Betterment
Wealth Enhancement Advisory Services
LPL Financial
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn