Wealthspan Partners »

Schwab Strategic Tr cmn shares owned by Wealthspan Partners

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

Historical chart of Wealthspan Partners investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Wealthspan Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $450k 5.6k 80.37
2024-06-30 $414k 5.6k 74.08
2024-03-31 $332k 4.4k 75.98

More positions owned by Wealthspan Partners

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Deere & Company (DE)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Wealthspan Partners

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