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Schwab Strategic Tr cmn shares owned by Saxon Interests

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

Historical chart of Saxon Interests investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Saxon Interests consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Saxon Interests

Quarter filed Position value Share count Share price at filing
2026-06-30 $228k 6.6k 34.81

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Msci Us Garp Etf (GARP)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Doubleline Etf Trust Commercial Real (DCRE)
JPMorgan Chase & Co. (JPM)

View all positions for Saxon Interests

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Honkamp Krueger Financial Services
Mather Group
Mariner Wealth Advisors
Advisor Group Holdings
Vantagepoint Investment Advisers
Savant Capital Management
Moneta Group Investment Advisors
Beacon Pointe Advisors
Betterment
Wealth Enhancement Advisory Services
LPL Financial
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn