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Schwab Strategic Tr shares owned by Mascagni Wealth Management

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

Historical chart of Mascagni Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Mascagni Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 10k 100.49

More positions owned by Mascagni Wealth Management

Ishares Convertible Bond Etf Etf (ICVT)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Capital Group Dividend Value Etf Etf (CGDV)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Ishares High Yield Bond Etf Etf (HYDB)
Microsoft Corp Stock (MSFT)
Invesco S&p 500 Momentum Etf Etf (SPMO)
Fidelity Total Bond Idx Etf Etf (FBND)
Capital Group Core Balanced Etf Etf (CGBL)
Meta Platforms Inc Cl A Stock (META)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Vaneck Semiconductor Etf Etf (SMH)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Spdr S&p 500 Growth Etf Etf (SPYG)

View all positions for Mascagni Wealth Management

Top funds holding Schwab Strategic Tr

Wolfstich Capital
North Berkeley Wealth Management
Holistic Planning
Jane Street
Savant Capital Management
Addison Capital
Tower Research Capital
WealthPlan Investment Management
Encompass More Asset Management
We Are One Seven
Bleakley Financial Group
Luken Investment Analytics
Crumly & Associates
UBS Group
Belpointe Asset Management

View all funds holding Schwab Strategic Tr