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Schwab Strategic Tr shares owned by Neumann Capital Management

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

Historical chart of Neumann Capital Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 2.0k 100.74

More positions owned by Neumann Capital Management

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Esg Msci Kld Etf (DSI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Gilead Sciences (GILD)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
CVS Caremark Corporation (CVS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Johnson & Johnson (JNJ)

View all positions for Neumann Capital Management

Top funds holding Schwab Strategic Tr

Wolfstich Capital
Advisor OS
Mjp Associates
Holistic Planning
Calton & Associates
Savant Capital Management
Clear Creek Financial Management
Addison Capital
Tower Research Capital
North Berkeley Wealth Management
Goldman Sachs Group
Susquehanna International
Jane Street
Belpointe Asset Management
Bleakley Financial Group

View all funds holding Schwab Strategic Tr