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Schwab Strategic Tr cmn shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Unique Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 97k 29.61
2025-09-30 $2.8M 98k 29.11
2025-06-30 $2.5M 91k 27.67

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares A I Inno (BAI)

View all positions for Unique Wealth

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
Valpey Financial Services
Moneta Group Investment Advisors
Betterment
Gemmer Asset Management
Cetera Investment Advisers
LPL Financial

View all funds holding Schwab Strategic Tr cmn