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Schwab Strategic Tr shares owned by Comprehensive Financial Consultants Institutional

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

Historical chart of Comprehensive Financial Consultants Institutional investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Comprehensive Financial Consultants Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $358k 3.6k 100.62

More positions owned by Comprehensive Financial Consultants Institutional

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Microsoft Corporation (MSFT)
Broadcom (AVGO)
Home Depot (HD)
Eaton Corp SHS (ETN)
Marathon Petroleum Corp (MPC)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Johnson Ctls Intl SHS (JCI)
Abbvie (ABBV)
Motorola Solutions Com New (MSI)
Analog Devices (ADI)
Verizon Communications (VZ)

View all positions for Comprehensive Financial Consultants Institutional

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