Naples Money Management »

Schwab Strategic Tr cmn shares owned by Naples Money Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Naples Money Management from 13F filings

Historical chart of Naples Money Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Naples Money Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $68k 894 75.98

More positions owned by Naples Money Management

Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Stryker Corporation Stock (SYK)
Nvidia Corporation Stock (NVDA)
Teradyne Stock (TER)
Capital One Finl Corp Stock (COF)
Amazon Stock (AMZN)
Comfort Sys Usa Stock (FIX)
Best Buy Stock (BBY)
Marathon Pete Corp Stock (MPC)
Apple Stock (AAPL)
Progressive Corp Stock (PGR)
Tractor Supply Stock (TSCO)
Sysco Corp Stock (SYY)
Walmart Stock (WMT)

View all positions for Naples Money Management

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Envestnet Asset Management
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
LPL Financial
Financial Advisors
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn