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Schwab Strategic Tr cmn shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & 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 Richard W. Paul & 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 Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.7k 36 74.08
2024-03-31 $2.7k 36 75.97
2023-12-31 $2.5k 36 70.11
2023-09-30 $4.5k 70 64.46
2023-06-30 $4.7k 70 67.09
2023-03-31 $4.6k 70 65.59
2022-12-31 $4.6k 70 66.01

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Richard W. Paul & Associates

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Mather Group
Sei Investments
Advisor Group Holdings
Envestnet Asset Management
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Gemmer Asset Management
Savant Capital Management
Krilogy Financial
LPL Financial
Moneta Group Investment Advisors
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn