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Schwab Strategic Tr cmn shares owned by WESCAP Management

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

Historical chart of WESCAP 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 WESCAP 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 WESCAP Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $439k 5.9k 74.08
2024-03-31 $451k 5.9k 75.98
2023-12-31 $434k 6.2k 70.10

More positions owned by WESCAP Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for WESCAP 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
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