Stonebrook Private »

Schwab Strategic Tr cmn shares owned by Stonebrook Private

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Stonebrook Private from 13F filings

Historical chart of Stonebrook Private investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Stonebrook Private 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 Stonebrook Private

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 8.9k 29.11
2025-06-30 $245k 8.9k 27.67
2025-03-31 $236k 8.9k 26.58
2024-12-31 $231k 8.9k 26.07

More positions owned by Stonebrook Private

Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Broadcom (AVGO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares U S Indu (INRO)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Wal-Mart Stores (WMT)
Motorola Solutions Com New (MSI)

View all positions for Stonebrook Private

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