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Schwab Strategic Tr shares owned by Daymark Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by Daymark Wealth Partners from 13F filings

Historical chart of Daymark Wealth Partners investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Daymark Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $224k 2.2k 100.72

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Top funds holding Schwab Strategic Tr

Moulton Wealth Management
Wolfstich Capital
Advisor OS
Mjp Associates
Holistic Planning
Calton & Associates
Savant Capital Management
Clear Creek Financial Management
Tower Research Capital
Addison Capital
North Berkeley Wealth Management
Goldman Sachs Group
We Are One Seven
Worth Asset Management
Jane Street

View all funds holding Schwab Strategic Tr