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Schwallier Wealth Management »

Schwab Strategic Tr cmn shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth 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 Schwallier Wealth 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 Schwallier Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$401k	5.0k	80.37
2024-06-30	$366k	4.9k	74.08
2024-03-31	$773k	10k	75.98
2023-12-31	$720k	10k	70.10

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

Vanguard Index Fds Value Etf (VTV)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Wisdomtree Tr Yield Enhancd Us (AGGY)

First Tr Exchange-traded First Tr Enh New (FTSM)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Schwallier Wealth Management

Top funds holding Schwab Strategic Tr cmn

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Wealth Enhancement Advisory Services

Gemmer Asset Management

Savant Capital Management

Mokosak Advisory Group

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View all funds holding Schwab Strategic Tr cmn

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