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Schwab Strategic Tr cmn shares owned by Signature Estate and Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Signature Estate and Investment Advisors from 13F filings

Historical chart of Signature Estate and Investment Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Signature Estate and Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Signature Estate and Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $867k 11k 80.37
2024-06-30 $791k 11k 74.08
2014-12-31 $115k 2.6k 44.25

More positions owned by Signature Estate and Investment Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Expnd Tec Sc Etf (IGM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Select Sector Spdr Tr Financial (XLF)
Wal-Mart Stores (WMT)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Signature Estate and Investment Advisors

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