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Schwab Strategic Tr cmn shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private 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 Watershed Private 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 22k 70.10
2023-09-30 $684k 11k 64.46

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)

View all positions for Watershed Private Wealth

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
Financial Advisors
Rainey & Randall Investment Management
Mokosak Advisory Group
Focus Financial Network
Moneta Group Investment Advisors
United Capital Financial Advisers

View all funds holding Schwab Strategic Tr cmn