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Schwab Strategic Tr cmn shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private Capital investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 40k 30.14
2025-09-30 $492k 17k 29.14
2025-06-30 $504k 18k 28.01
2025-03-31 $472k 19k 24.83
2024-12-31 $430k 17k 25.77

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Palantir Technologies Cl A (PLTR)
Amazon (AMZN)

View all positions for Wedmont Private Capital

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
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Valpey Financial Services
Moneta Group Investment Advisors
Betterment
Gemmer Asset Management
Cetera Investment Advisers
LPL Financial

View all funds holding Schwab Strategic Tr cmn