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Schwab Strategic Tr shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $159k 6.5k 24.26
2022-06-30 $18k 800 22.50
2022-03-31 $248k 9.7k 25.65

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Home Depot (HD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Steward Partners Investment Advisory

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Summit Asset Management
Jane Street
Souders Financial Advisors
Kohmann Bosshard Financial Services
Principle Wealth Partners
Envestnet Asset Management
Advisor Group Holdings
LPL Financial
Stifel Financial
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Integrated Wealth Concepts
HighTower Advisors

View all funds holding Schwab Strategic Tr