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Schwab Strategic Tr cmn shares owned by SCS Capital Management

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

Historical chart of SCS 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 SCS 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 SCS Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 59k 29.11
2025-06-30 $1.8M 65k 27.67
2025-03-31 $3.1M 116k 26.58

More positions owned by SCS Capital Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for SCS 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