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Schwab Strategic Tr shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 689 25.95

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

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
Aptus Capital Advisors
Kiker Wealth Management
Assetmark
MAI Wealth Advisors

View all funds holding Schwab Strategic Tr