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SpringVest Wealth Management »

Schwab Strategic Tr cmn shares owned by SpringVest Wealth Management

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

Historical chart of SpringVest 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 SpringVest 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 SpringVest Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$5.6M	191k	29.11
2025-06-30	$5.4M	195k	27.67
2025-03-31	$4.9M	185k	26.58
2024-12-31	$4.9M	188k	26.07

More positions owned by SpringVest Wealth Management

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Vanguard Bd Index Fds Vanguard Ultra (VUSB)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

American Electric Power Company (AEP)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Vanguard Admiral Fds Midcp 400 Idx (IVOO)

Spdr Gold Tr Gold Shs (GLD)

Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for SpringVest Wealth Management

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