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Schwab Strategic Tr shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $334k 3.3k 100.62

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View all positions for AssuredPartners Investment Advisors

Top funds holding Schwab Strategic Tr

Encompass More Asset Management
Susquehanna International
Savant Capital Management
We Are One Seven
Holistic Planning
Crumly & Associates
Luken Investment Analytics
Spinnaker Investment Group
McAdam
Able Wealth Management
Mercer Global Advisors
Golden State Equity Partners
Roman Butler Fullerton & Co
Foundations Investment Advisors
Pinnacle Family Advisors

View all funds holding Schwab Strategic Tr