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Schwab Strategic Tr shares owned by Luken Investment Analytics

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

Historical chart of Luken Investment Analytics investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Luken Investment Analytics

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 15k 100.62

More positions owned by Luken Investment Analytics

First Tr Exchange-traded Ft Vest Tec (TDVI)
First Tr Exchange-traded Ft Vest Gold (IGLD)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ssga Active Tr Spdr Blackstone (HYBL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ssga Active Etf Tr Blackstone Senr (SRLN)

View all positions for Luken Investment Analytics

Top funds holding Schwab Strategic Tr

Encompass More Asset Management
Susquehanna International
Savant Capital Management
We Are One Seven
Holistic Planning
Crumly & Associates
Luken Investment Analytics
Spinnaker Investment Group
McAdam
Able Wealth Management
Mercer Global Advisors
Golden State Equity Partners
Roman Butler Fullerton & Co
Foundations Investment Advisors
Pinnacle Family Advisors

View all funds holding Schwab Strategic Tr