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Schwab Strategic Tr shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $601k 6.0k 100.72

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Microsoft Corporation (MSFT)
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View all positions for United Capital Financial Advisers

Top funds holding Schwab Strategic Tr

Moulton Wealth Management
Wolfstich Capital
Advisor OS
Mjp Associates
Holistic Planning
Calton & Associates
Savant Capital Management
Clear Creek Financial Management
Addison Capital
Tower Research Capital
North Berkeley Wealth Management
Goldman Sachs Group
Susquehanna International
Worth Asset Management
Jane Street

View all funds holding Schwab Strategic Tr