PUREfi Wealth »

Schwab Strategic Tr cmn shares owned by PUREfi Wealth

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

Historical chart of PUREfi Wealth investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by PUREfi Wealth 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 PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $316k 10k 30.50

More positions owned by PUREfi Wealth

Wal-Mart Stores (WMT)
Stryker Corporation (SYK)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ii Flexible Income (BINC)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Exxon Mobil Corporation (XOM)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)

View all positions for PUREfi Wealth

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
Creative Planning

View all funds holding Schwab Strategic Tr cmn