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Schwab Strategic Tr cmn shares owned by Rossby Financial, LCC

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Rossby Financial, LCC from 13F filings

Historical chart of Rossby Financial, LCC investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Rossby Financial, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 87k 30.62
2025-12-31 $11k 360 29.61
2025-09-30 $11k 360 29.17
2025-06-30 $10k 377 27.67
2025-03-31 $9.6k 377 25.55

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Calvert International Responsible Index Etf Etf (CVIE)
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Ishares Russell 2500 Etf Etf (SMMD)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Nvidia Corporation Stock (NVDA)
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Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Vaneck Green Bond Etf Etf (GRNB)
Ishares Silver Trust Etf (SLV)
Vanguard Consumer Staples Etf Etf (VDC)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Growth Etf Etf (VUG)

View all positions for Rossby Financial, LCC

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
Morgan Stanley

View all funds holding Schwab Strategic Tr cmn