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Schwab Strategic Tr shares owned by Claris Financial

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

Historical chart of Claris Financial investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Claris Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $427k 4.2k 100.48

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Apple Common Stock (AAPL)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Uit Exchange Traded (VTV)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Frst Trt Low Dtn Opnts Etf Iv Uit Exchange Traded (LMBS)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Jpmorgan Chase & Co Common Stock (JPM)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class C Common Stock (GOOG)

View all positions for Claris Financial

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