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Schwab Strategic Tr cmn shares owned by Vista Wealth Management Group

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

Historical chart of Vista Wealth Management 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 Vista Wealth Management 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 Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $201k 7.7k 26.07
2024-09-30 $211k 2.6k 80.38
2021-03-31 $209k 3.2k 65.33

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ccc Intelligent Solutions Holdings (CCCS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Nu Hldgs Ord Shs Cl A (NU)
Doordash Cl A (DASH)
NVIDIA Corporation (NVDA)
Datadog Cl A Com (DDOG)
Apple (AAPL)
Snowflake Cl A (SNOW)

View all positions for Vista Wealth Management 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
Betterment
Gemmer Asset Management
LPL Financial
Savant Capital Management
Moneta Group Investment Advisors
Rainey & Randall Investment Management
Mokosak Advisory Group
Financial Advisors

View all funds holding Schwab Strategic Tr cmn