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Schwab Strategic Tr cmn shares owned by YANKCOM Partnership

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

Historical chart of YANKCOM Partnership investment in Schwab Strategic Tr cmn

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by YANKCOM Partnership

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 450k 29.11
2025-06-30 $12M 431k 27.67
2025-03-31 $11M 404k 26.59
2024-12-31 $11M 416k 26.07

More positions owned by YANKCOM Partnership

Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
Vanguard Index Funds S&P 500 ETF S&p 500 Etf Shs (VOO)
Schwab Strategic Tr US Large-Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Tr S&P Midcap 400 ETF Core S&p Mcp Etf (IJH)
iShares Tr Russell Top 200 Growth ETF Rus Tp200 Gr Etf (IWY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
Alphabet Inc Cap Stock Cl A Cap Stk Cl A (GOOGL)
SPDR Portfolio Developed World Ex-US ETF Portfolio Devlpd (SPDW)
JPMorgan Chase & Co. (JPM)
iShares Tr S&P Smallcap 600 Index ETF Core S&p Scp Etf (IJR)
Citigroup Com New (C)

View all positions for YANKCOM Partnership

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