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Schwab Strategic Tr shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $241k 2.4k 100.49

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View all positions for United Advisor Group

Top funds holding Schwab Strategic Tr

Wolfstich Capital
North Berkeley Wealth Management
Holistic Planning
Jane Street
Savant Capital Management
Addison Capital
Tower Research Capital
WealthPlan Investment Management
Encompass More Asset Management
We Are One Seven
Bleakley Financial Group
Luken Investment Analytics
Crumly & Associates
UBS Group
Belpointe Asset Management

View all funds holding Schwab Strategic Tr