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Schwab Strategic Tr shares owned by North Berkeley Wealth Management

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

Historical chart of North Berkeley Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by North Berkeley 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 North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $23M 225k 100.49

More positions owned by North Berkeley Wealth Management

Schwab Strategic Tr Government Money (SGVT)
Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for North Berkeley Wealth Management

Top funds holding Schwab Strategic Tr

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

View all funds holding Schwab Strategic Tr