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Schwab Strategic Tr cmn shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 2.8k 80.08
2024-06-30 $210k 2.8k 73.71

More positions owned by Strategic Wealth Designers

Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Apple (AAPL)
Exchange Listed Fds Tr Bancreek Us Larg (BCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Procter & Gamble Company (PG)

View all positions for Strategic Wealth Designers

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