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Schwab Strategic Tr cmn shares owned by Trifecta Capital Advisors

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

Historical chart of Trifecta Capital Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.5k 125 75.98
2023-12-31 $8.8k 125 70.10
2023-09-30 $8.1k 125 64.46
2023-06-30 $6.7k 100 67.09

More positions owned by Trifecta Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
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Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
Caterpillar (CAT)

View all positions for Trifecta Capital Advisors

Top funds holding Schwab Strategic Tr cmn

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
Financial Advisors
Rainey & Randall Investment Management
Mokosak Advisory Group
Focus Financial Network
Moneta Group Investment Advisors
United Capital Financial Advisers

View all funds holding Schwab Strategic Tr cmn