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Schwab Strategic Tr shares owned by CWM

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

Historical chart of CWM investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 574 26.13

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View all positions for CWM

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jane Street
Breakwater Investment Management
Camarda Wealth Advisory
Flow Traders US
Citadel Advisors
Compass Financial Group
Larson Financial Group
Advisor Group Holdings
Goss Wealth Management
Godsey and Gibb
CWM
Aptus Capital Advisors
Kiker Wealth Management
Assetmark

View all funds holding Schwab Strategic Tr