Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Perissos Private Wealth Management »

Schwab Strategic Tr cmn shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private 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 Perissos Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Perissos Private Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$222k	7.6k	29.11
2025-06-30	$210k	7.6k	27.67
2025-03-31	$201k	7.6k	26.58
2024-09-30	$202k	2.5k	80.36

More positions owned by Perissos Private Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)

Ishares Tr Core S&p500 Etf (IVV)

Blackstone Secd Lending Common Stock (BXSL)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Ishares Tr Russell 2000 Etf (IWM)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Spdr Gold Tr Gold Shs (GLD)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Whitehall Fds Intl High Etf (VYMI)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Select Sector Spdr Tr Energy (XLE)

Microsoft Corporation (MSFT)

Ssga Active Etf Tr Blackstone Senr (SRLN)

Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)

View all positions for Perissos Private Wealth Management

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C

Sei Investments

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

Savant Capital Management

Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z