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Schwab Strategic Tr cmn shares owned by Weinberger Asset Management

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

Historical chart of Weinberger Asset Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Weinberger Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 295k 29.11
2025-06-30 $8.3M 301k 27.67
2025-03-31 $8.3M 312k 26.58

More positions owned by Weinberger Asset Management

Vanguard Index Fds Total Stk Mkt (VTI)
Philip Morris International (PM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Bank of America Corporation (BAC)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Weinberger Asset Management

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
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn