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Schwab Strategic Tr shares owned by WPWealth

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

Historical chart of WPWealth investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by WPWealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $624k 6.2k 100.72

More positions owned by WPWealth

Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for WPWealth

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
Tower Research Capital
Addison Capital
North Berkeley Wealth Management
Goldman Sachs Group
We Are One Seven
Worth Asset Management
Jane Street

View all funds holding Schwab Strategic Tr