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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
2026-03-31 $32k 1.2k 25.72
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
Breakwater Investment Management
Citadel Advisors
ATX Financial Planning
Camarda Wealth Advisory
Compass Financial Group
LPL Financial
Acorn Wealth Advisors
Aire Advisors
Susquehanna International
Mercer Global Advisors
Creative Planning
RFG Advisory
Union Bankshares
Fifth Third Bancorp

View all funds holding Schwab Strategic Tr