Back to FW Focus Partners Wealth

SGVTSGVT
2 quarters

Position history for FWFocus Partners Wealth's holdings in SCHWAB STRATEGIC TR

Focus Partners Wealth holds 2,236 shares of SGVT (SCHWAB STRATEGIC TR), worth $225,280 as of 2026-Q2. The position was decreased (-77.0% shares). SGVT represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$225,280

Current Shares

2,236

Total Value Change

-$752,510

Total Shares Change

-7,472

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2,236
-77.0%
$225,2800.0%$100.18
0
2026-Q1
New
9,708
-
$977,7900.0%$99.35
35

Other major holders of SGVT: Savant Capital, LLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used