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Schwab Strategic Tr shares owned by Spinnaker Investment Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by Spinnaker Investment Group from 13F filings

Historical chart of Spinnaker Investment Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Spinnaker Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Spinnaker Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 13k 100.62

More positions owned by Spinnaker Investment Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Ssga Active Tr Spdr Dbleln Shrt (STOT)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
RBB Us Trsry 6 Mnth (XBIL)

View all positions for Spinnaker Investment Group

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