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Schwab Strategic Tr shares owned by WPG Advisers

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

Historical chart of WPG Advisers investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by WPG Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 14k 100.74

More positions owned by WPG Advisers

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Rba Indl Etf (AIRR)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
The Alger Etf Trust Concentrated Eqt (CNEQ)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard World Mega Cap Val Etf (MGV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Amazon (AMZN)

View all positions for WPG Advisers

Top funds holding Schwab Strategic Tr

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

View all funds holding Schwab Strategic Tr