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Schwab Strategic Tr shares owned by Mendota Financial Group

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

Historical chart of Mendota Financial Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Mendota Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $584k 5.8k 100.72

More positions owned by Mendota Financial Group

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Avantis Us Larg (AVLC)
Capital Group International SHS (CGIE)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
American Centy Etf Tr Avantis Us Small (AVSC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Mendota Financial Group

Top funds holding Schwab Strategic Tr

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

View all funds holding Schwab Strategic Tr