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Schwab Strategic Tr cmn shares owned by Spartan Wealth Advisory Services

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

Historical chart of Spartan Wealth Advisory Services investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Spartan Wealth Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Spartan Wealth Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $747k 22k 34.81
2026-03-31 $654k 21k 30.50

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Meta Platforms Cl A (META)
Ishares Tr 0-3 Mth Treasury (SGOV)
Micron Technology (MU)
Crowdstrike Hldgs Cl A (CRWD)
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JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Spartan Wealth Advisory Services

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mather Group
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Betterment
Beacon Pointe Advisors
Cetera Investment Advisers
Gemmer Asset Management
LPL Financial
Savant Capital Management

View all funds holding Schwab Strategic Tr cmn