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Schwab Strategic Tr cmn shares owned by Penobscot Wealth Management

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

Historical chart of Penobscot Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Penobscot Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 8.1k 29.11
2025-06-30 $225k 8.1k 27.67
2024-03-31 $346k 4.6k 75.94

More positions owned by Penobscot Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard World Financials Etf (VFH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Penobscot Wealth Management

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
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn