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Schwab Strategic Tr cmn shares owned by Wealth Group

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

Historical chart of Wealth 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 Wealth 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $744k 9.3k 80.32
2024-06-30 $442k 6.0k 74.04
2024-03-31 $461k 6.1k 76.04

More positions owned by Wealth Group

Apple (AAPL)
Microsoft Corporation (MSFT)
TJX Companies (TJX)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Truist Financial Corp equities (TFC)
McDonald's Corporation (MCD)
Chevron Corporation (CVX)
Mastercard Incorporated Cl A (MA)
Duke Energy Corp Com New (DUK)
Meta Platforms Cl A (META)
Home Depot (HD)
Procter & Gamble Company (PG)

View all positions for Wealth 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
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