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Schwab Strategic Tr shares owned by Bleakley Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by Bleakley Financial Group from 13F filings

Historical chart of Bleakley Financial Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Bleakley Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 17k 100.49

More positions owned by Bleakley Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Sprott Asset Management Physical Gold An (CEF)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Global X Fds 1-3 Month T-bill (CLIP)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Ishares Core Msci Emkt (IEMG)

View all positions for Bleakley Financial Group

Top funds holding Schwab Strategic Tr

Wolfstich Capital
North Berkeley Wealth Management
Holistic Planning
Addison Capital
WealthPlan Investment Management
Encompass More Asset Management
Susquehanna International
Savant Capital Management
We Are One Seven
Bleakley Financial Group
Luken Investment Analytics
Crumly & Associates
UBS Group
Belpointe Asset Management
McAdam

View all funds holding Schwab Strategic Tr