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Schwab Strategic Tr shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 105 100.72

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Vanguard Growth Etf Etf (VUG)
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View all positions for EverSource Wealth Advisors

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