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Schwab Strategic Tr shares owned by Strait & Sound Wealth Management

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

Historical chart of Strait & Sound Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Strait & Sound 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 Strait & Sound Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $363k 3.6k 100.74

More positions owned by Strait & Sound Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
RBB F/m Us Treasury (TBIL)
Amazon (AMZN)
Ishares Tr 0-3 Mth Treasury (SGOV)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
Costco Wholesale Corporation (COST)
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Visa Com Cl A (V)
Advanced Micro Devices (AMD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Strait & Sound Wealth Management

Top funds holding Schwab Strategic Tr

Savant Capital Management
Advisor OS
Mjp Associates
Clear Creek Financial Management
Holistic Planning
Addison Capital
Tower Research Capital
Susquehanna International
Fulcrum Wealth Advisors
Bleakley Financial Group
Belpointe Asset Management
Jane Street
Perspective Wealth Advisors
Luken Investment Analytics
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr