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Schwab Strategic Tr shares owned by Asset Managment

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Asset Managment from 13F filings

Historical chart of Asset Managment investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Asset Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $347k 13k 26.17
2024-06-30 $305k 13k 23.57
2024-03-31 $304k 13k 24.26
2023-12-31 $296k 12k 24.59
2023-09-30 $234k 10k 23.00

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View all positions for Asset Managment

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Advisor Group Holdings
Asset Advisors Investment Management
Magnolia Capital Advisors
LPL Financial
Iron Financial
Charles Schwab Trust
Stifel Financial
First Merchants Bank, National Association
Principle Wealth Partners
LongView Wealth Management

View all funds holding Schwab Strategic Tr