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Schwab Strategic Tr shares owned by Advisor OS

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Advisor OS

Quarter filed Position value Share count Share price at filing
2026-03-31 $18M 173k 100.72

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View all positions for Advisor OS

Top funds holding Schwab Strategic Tr

Moulton Wealth Management
Wolfstich Capital
North Berkeley Wealth Management
Advisor OS
Mjp Associates
Holistic Planning
Savant Capital Management
Clear Creek Financial Management
Tower Research Capital
Addison Capital
We Are One Seven
Worth Asset Management
Jane Street
Belpointe Asset Management
Bleakley Financial Group

View all funds holding Schwab Strategic Tr