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Schwab Strategic Tr shares owned by Mills Wealth Advisors

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

Historical chart of Mills Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Mills Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $680k 6.8k 100.74

More positions owned by Mills Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)

View all positions for Mills Wealth Advisors

Top funds holding Schwab Strategic Tr

Mjp Associates
Advisor OS
Clear Creek Financial Management
Holistic Planning
Addison Capital
Calton & Associates
Savant Capital Management
Tower Research Capital
Goldman Sachs Group
Susquehanna International
Bleakley Financial Group
Jane Street
Belpointe Asset Management
Vista Cima Wealth Management
Luken Investment Analytics

View all funds holding Schwab Strategic Tr