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Schwab Strategic Tr shares owned by Roman Butler Fullerton & Co

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by Roman Butler Fullerton & Co from 13F filings

Historical chart of Roman Butler Fullerton & Co investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Roman Butler Fullerton & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Roman Butler Fullerton & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $518k 5.1k 100.66

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View all positions for Roman Butler Fullerton & Co

Top funds holding Schwab Strategic Tr

Encompass More Asset Management
Susquehanna International
Savant Capital Management
We Are One Seven
Holistic Planning
Crumly & Associates
Luken Investment Analytics
Spinnaker Investment Group
McAdam
Able Wealth Management
Mercer Global Advisors
Golden State Equity Partners
Roman Butler Fullerton & Co
Foundations Investment Advisors
Pinnacle Family Advisors

View all funds holding Schwab Strategic Tr