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Schwab Strategic Tr cmn shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $52M 643k 80.37
2024-06-30 $48M 647k 74.08
2024-03-31 $50M 659k 75.98
2023-12-31 $47M 667k 70.10
2023-09-30 $46M 711k 64.46
2023-06-30 $48M 719k 67.09
2023-03-31 $49M 741k 65.58
2022-12-31 $52M 792k 66.02
2022-09-30 $50M 860k 58.51
2022-06-30 $60M 968k 62.42
2022-03-31 $71M 996k 71.39
2021-12-31 $77M 1.1M 73.22
2021-09-30 $75M 1.1M 67.48
2021-06-30 $80M 1.2M 68.37
2021-03-31 $82M 1.3M 65.28
2020-12-31 $79M 1.3M 59.53
2020-09-30 $71M 1.4M 52.19
2020-06-30 $72M 1.4M 50.11
2020-03-31 $69M 1.5M 44.27
2019-12-31 $81M 1.3M 60.12
2019-09-30 $75M 1.3M 56.73
2019-06-30 $70M 1.2M 56.14
2019-03-31 $63M 1.2M 54.74
2018-12-31 $52M 1.1M 49.29
2018-09-30 $63M 1.1M 56.08
2018-06-30 $60M 1.1M 53.12
2018-03-31 $57M 1.1M 52.84
2017-12-31 $11M 206k 54.67
2017-09-30 $11M 203k 51.82
2017-06-30 $9.9M 196k 50.20
2017-03-31 $10M 204k 49.68
2016-12-31 $11M 218k 48.09
2016-09-30 $10M 220k 45.56
2016-06-30 $12M 265k 45.00
2016-03-31 $12M 279k 43.20
2015-12-31 $11M 258k 42.44
2015-09-30 $11M 264k 39.82
2015-06-30 $12M 287k 43.03
2015-03-31 $13M 297k 44.01
2014-12-31 $13M 292k 44.10
2014-09-30 $9.0M 211k 42.64
2014-06-30 $9.4M 219k 42.83
2014-03-31 $9.0M 219k 41.21
2013-12-31 $8.3M 205k 40.73
2013-09-30 $5.6M 150k 37.30
2013-06-30 $4.5M 124k 36.20
2013-03-31 $4.6M 130k 35.48
2012-12-31 $3.2M 100k 31.83
2012-09-30 $2.4M 75k 31.96
2012-06-30 $2.1M 70k 30.42

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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