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Schwab Strategic Tr cmn shares owned by Schaeffer Financial

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

Historical chart of Schaeffer Financial investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Schaeffer Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 37k 80.37
2024-06-30 $2.7M 36k 74.08
2024-03-31 $2.8M 37k 75.98
2023-12-31 $2.6M 37k 70.10

More positions owned by Schaeffer Financial

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Schaeffer Financial

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
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn