Steele Capital Management »

Schwab Strategic Tr cmn shares owned by Steele Capital Management

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

Historical chart of Steele 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 Steele Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Steele Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.0M 116k 26.07
2024-09-30 $3.1M 39k 80.37
2024-06-30 $3.2M 43k 74.52
2024-03-31 $3.4M 44k 75.98
2023-12-31 $3.2M 46k 70.10

More positions owned by Steele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Steele Capital Management

Top funds holding Schwab Strategic Tr cmn

Mather Group
Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Advisor Group Holdings
Gemmer Asset Management
Savant Capital Management
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
Mokosak Advisory Group
Financial Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Krilogy Financial
CX Institutional

View all funds holding Schwab Strategic Tr cmn