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Schwab Strategic Tr shares owned by Calton & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $298k 3.0k 100.48

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Fidelity Covington Trust High Divid Etf (FDVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding Schwab Strategic Tr

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

View all funds holding Schwab Strategic Tr