Souders Financial Advisors »

Schwab Strategic Tr shares owned by Souders Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Souders Financial Advisors from 13F filings

Historical chart of Souders Financial Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Souders Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 486k 24.59
2023-09-30 $11M 459k 23.00
2023-06-30 $9.7M 406k 23.94
2023-03-31 $5.8M 247k 23.63

More positions owned by Souders Financial Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Procter & Gamble Company (PG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Apple (AAPL)
Schwab Strategic Tr Internl Divid (SCHY)
Microsoft Corporation (MSFT)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Souders Financial Advisors

Top funds holding Schwab Strategic Tr

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Kohmann Bosshard Financial Services
Souders Financial Advisors
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
HighTower Advisors
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr