Phil A. Younker & Associates »

Schwab Strategic Tr cmn shares owned by Phil A. Younker & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Phil A. Younker & Associates from 13F filings

Historical chart of Phil A. Younker & 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 Phil A. Younker & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Phil A. Younker & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $369k 13k 29.11
2025-06-30 $350k 13k 27.67
2025-03-31 $319k 12k 26.58
2024-12-31 $313k 12k 26.07

More positions owned by Phil A. Younker & Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ssga Active Etf Tr Globl Allo Etf (GAL)
Ishares Tr Core 60/40 Balan (AOR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
British Amern Tob Sponsored Adr (BTI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Phil A. Younker & Associates

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