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Schwab Strategic Tr cmn shares owned by Sym Financial Corporation

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sym Financial Corporation from 13F filings

Historical chart of Sym Financial Corporation investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2024-06-30 $12k 159 74.08
2022-09-30 $7.0k 119 58.82
2022-03-31 $8.0k 106 75.47
2021-12-31 $7.0k 101 69.31
2020-12-31 $23k 382 60.21
2020-09-30 $1.0k 20 50.00

More positions owned by Sym Financial Corporation

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dow (DOW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Sym Financial Corporation

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