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Schwab Strategic Tr shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $876k 8.7k 100.49

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Vanguard Growth Etf Etf (VUG)
State Street Spdr S&p Biotech Etf Etf (XBI)

View all positions for Worth Asset Management

Top funds holding Schwab Strategic Tr

Wolfstich Capital
Encompass More Asset Management
Susquehanna International
Savant Capital Management
We Are One Seven
Holistic Planning
Luken Investment Analytics
Crumly & Associates
UBS Group
Belpointe Asset Management
McAdam
Worth Asset Management
Mercer Global Advisors
Almanack Investment Partners
Foundations Investment Advisors

View all funds holding Schwab Strategic Tr