Rinkey Investments »

Schwab Strategic Tr cmn shares owned by Rinkey Investments

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

Historical chart of Rinkey Investments investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Rinkey Investments 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 Rinkey Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 176k 29.11
2025-06-30 $4.9M 176k 27.67
2025-03-31 $1.6M 60k 26.58

More positions owned by Rinkey Investments

Ishares Tr TRS FLT RT BD (TFLO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Rinkey Investments

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