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Schwab Strategic Tr cmn shares owned by Turning Point Benefit Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Turning Point Benefit Group from 13F filings

Historical chart of Turning Point Benefit Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Turning Point Benefit Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Turning Point Benefit Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 11k 29.17
2025-06-30 $260k 9.4k 27.73

More positions owned by Turning Point Benefit Group

Spdr Series Trust Etf (BIL)
Spdr Series Trust Etf (SPLG)
Northern Lts Fd Tr Iv Etf (WWJD)
Ishares Tr Etf (FLOT)
Wheaton Precious Metals Corp (WPM)
Capital Group U S Multi Sec Etf (CGMS)
Dimensional Etf Trust Etf (DFIV)
Spdr Index Shs Fds Etf (SPEM)
Timothy Plan cmn (TPSC)
Vanguard Whitehall Fds Etf (VYMI)
Rowe Price Etf Etf (TFLR)
Invesco Exch Traded Fd Tr Ii Etf (QQQM)
Ishares Gold Tr (IAUM)
Spdr Gold Tr Etf (GLD)
First Tr Exchange-traded Etf (FDL)

View all positions for Turning Point Benefit Group

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