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Schwab Strategic Tr shares owned by Fairway Wealth

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

Historical chart of Fairway Wealth investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Fairway Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 149 100.72

More positions owned by Fairway Wealth

Vanguard S&p 500 Etf Etf (VOO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Powershares Qqq Tr Etf (QQQ)
Ishares S&p 500 Index Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Wisdomtree Large Cap Dividend Etf (DLN)
Vanguard Short Term Infl-protected Etf (VTIP)
Vanguard Extended Market Etf Etf (VXF)
Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Rpm Intl Stock (RPM)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fairway Wealth

Top funds holding Schwab Strategic Tr

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

View all funds holding Schwab Strategic Tr