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Schwab Strategic Tr shares owned by Keel Point

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

Historical chart of Keel Point investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Keel Point

Quarter filed Position value Share count Share price at filing
2026-06-30 $340k 3.4k 100.74

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)
Netflix (NFLX)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Amazon (AMZN)
Tesla Motors (TSLA)

View all positions for Keel Point

Top funds holding Schwab Strategic Tr

Savant Capital Management
Larson Financial Group
Clear Creek Financial Management
Mjp Associates
Advisor OS
Holistic Planning
Addison Capital
Tower Research Capital
Fulcrum Wealth Advisors
WPG Advisers
Susquehanna International
FCG Investment
Farther Finance Advisors
Bleakley Financial Group
Belpointe Asset Management

View all funds holding Schwab Strategic Tr