Ulland Investment Advisors »

Schwab Strategic Tr shares owned by Ulland Investment Advisors

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

Historical chart of Ulland Investment Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Ulland Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $40k 400 100.00

More positions owned by Ulland Investment Advisors

Alphabet Stock (GOOG)
NVidia Corporation Stock (NVDA)
Vertiv Holdings Stock (VRT)
Invesco QQQ Trust ETF Etf (QQQ)
Axon Enterprise Stock (AXON)
Meta Platforms Stock (META)
J.P. Morgan Nasdaq Equity Premium Income ETF Etf (JEPQ)
J.P. Morgan Equity Premium Income ETF Etf (JEPI)
Amazon.com Stock (AMZN)
Alphabet Stock (GOOGL)
Skyline Champion Corporation Stock (SKY)
Apple Stock (AAPL)
Schwab U.S. Mid-Cap ETF Etf (SCHM)
UnitedHealth Group Stock (UNH)
Visa Stock (V)

View all positions for Ulland Investment Advisors

Top funds holding Schwab Strategic Tr

Mjp Associates
Advisor OS
Clear Creek Financial Management
Holistic Planning
Addison Capital
Calton & Associates
Savant Capital Management
Tower Research Capital
Goldman Sachs Group
Susquehanna International
Bleakley Financial Group
Jane Street
Belpointe Asset Management
Vista Cima Wealth Management
Luken Investment Analytics

View all funds holding Schwab Strategic Tr