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Schwab Strategic Tr shares owned by Walsky Investment Management

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

Historical chart of Walsky Investment Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Walsky Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $323k 3.2k 100.74

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View all positions for Walsky Investment Management

Top funds holding Schwab Strategic Tr

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

View all funds holding Schwab Strategic Tr