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Schwab Strategic Tr shares owned by Trust

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

Historical chart of Trust investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Trust

Quarter filed Position value Share count Share price at filing
2026-09-30 $97 1 97.00

More positions owned by Trust

Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Morningstar Growth Etf Etf (VUG)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Morningstar Value Etf Etf (VTV)
Schwab Fundamental International Equity Etf Etf (FNDF)
State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)
Jpmorgan Active Growth Etf Etf (JGRO)
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)
Ishares Russell 1000 Etf Etf (IWB)
Ishares National Muni Bond Etf Etf (MUB)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)

View all positions for Trust

Top funds holding Schwab Strategic Tr

Savant Capital Management
Clear Creek Financial Management
Advisor OS
Mjp Associates
Holistic Planning
Addison Capital
Tower Research Capital
Fulcrum Wealth Advisors
WPG Advisers
Susquehanna International
FCG Investment
Farther Finance Advisors
Bleakley Financial Group
Belpointe Asset Management
Jane Street

View all funds holding Schwab Strategic Tr