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Schwab Strategic Tr shares owned by Hartford Financial Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by Hartford Financial Management from 13F filings

Historical chart of Hartford Financial Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Hartford Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $53k 524 100.49

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Microsoft Corporation (MSFT)
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First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
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View all positions for Hartford Financial Management

Top funds holding Schwab Strategic Tr

Wolfstich Capital
Holistic Planning
Addison Capital
WealthPlan Investment Management
Encompass More Asset Management
Susquehanna International
Savant Capital Management
We Are One Seven
Luken Investment Analytics
Crumly & Associates
UBS Group
Belpointe Asset Management
McAdam
Worth Asset Management
Cambridge Investment Research Advisors

View all funds holding Schwab Strategic Tr