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Schwab Strategic Tr cmn shares owned by Saxony Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Saxony Capital Management from 13F filings

Historical chart of Saxony Capital Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Saxony Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 97k 29.11
2025-06-30 $2.3M 82k 27.67
2025-03-31 $3.3M 124k 26.58

More positions owned by Saxony Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Dimensional Etf Trust Inflation Prote (DFIP)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Saxony Capital Management

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