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Schwab Strategic Tr cmn shares owned by USAdvisors Wealth Management

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

Historical chart of USAdvisors Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.3M 119k 70.10
2023-09-30 $241k 3.7k 64.30
2018-09-30 $462k 8.2k 56.11

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)
Fidelity Total Bond Etf Total Bd Etf (FBND)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor (IQLT)
Ishares Core S&p Us Value Etf Core S&p Usvlu (IUSV)
Spdr Portfolio S&p 500 Etf Iv Portfolio S&p500 (SPLG)
iShares 0-5 Year TIPS Bond ETF Bond Etf (STIP)
Dimensional Etf Tr U S Core Equity 2 Us Core Equity 2 (DFAC)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
iShares Core S&P Mid-Cap ETF Growth Etf (IJH)
Technology Select Sector Spdr Etf Iv Technology (XLK)
Ishares Msci Acwi Etf Msci Acwi Etf (ACWI)
Vaneck Morningstar Wide Moat Etf Moat (MOAT)

View all positions for USAdvisors Wealth Management

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
Rainey & Randall Investment Management
Financial Advisors
HighTower Advisors
Mokosak Advisory Group
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn