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Schwab Strategic Tr shares owned by Emerald Investment Partners

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

Historical chart of Emerald Investment Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $576k 5.7k 100.49
2025-09-30 $160k 1.6k 100.62
2025-06-30 $99k 986 100.22

More positions owned by Emerald Investment Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Emerald Investment Partners

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