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Schwab Strategic Tr shares owned by WFA of San Diego

Quarter-by-quarter ownership of Schwab Strategic Tr (SAEF) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2025-06-30 $49k 1.9k 25.78
2024-09-30 $51k 1.9k 26.54
2023-09-30 $39k 1.9k 20.37
2023-06-30 $43k 1.9k 22.27
2022-12-31 $38k 1.9k 19.90

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View all positions for WFA of San Diego

Top funds holding Schwab Strategic Tr

Wealth Enhancement Advisory Services
Flow Traders US
WFA of San Diego
Morgan Stanley
FMR

View all funds holding Schwab Strategic Tr