Schwab Strategic Tr shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 12k | 100.49 |
| 2025-09-30 | $394k | 3.9k | 100.62 |
More positions owned by Belpointe Asset Management
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