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Schwab Strategic Tr cmn shares owned by Windsor Advisory Group

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

Historical chart of Windsor Advisory 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 Windsor Advisory 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $11k 412 26.09

More positions owned by Windsor Advisory Group

Paychex (PAYX)
Worthington Industries (WOR)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Worthington Stl Com Shs (WS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Huntington Bancshares Incorporated (HBAN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Enterprise Products Partners (EPD)
Verizon Communications (VZ)
JPMorgan Chase & Co. (JPM)

View all positions for Windsor Advisory 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
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