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Schwab Strategic Tr shares owned by Private Client Services

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Private Client Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $300k 3.0k 100.72

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View all positions for Private Client Services

Top funds holding Schwab Strategic Tr

Moulton Wealth Management
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
UBS Group
Belpointe Asset Management

View all funds holding Schwab Strategic Tr