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Schwab Strategic Tr shares owned by Bell State Bank and Trust

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Bell State Bank and Trust from 13F filings

Historical chart of Bell State Bank and Trust investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Bell State Bank and Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Bell State Bank and Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 9.9k 27.94
2025-06-30 $272k 9.9k 27.35
2025-03-31 $252k 9.9k 25.38
2024-12-31 $230k 9.9k 23.12

More positions owned by Bell State Bank and Trust

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Bell State Bank and Trust

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
LeConte Wealth Management
Modern Wealth Management
LongView Wealth Management
Sequoia Financial Advisors
Martin Worley Group
Robertson Stephens Wealth Management
Mutual Advisors

View all funds holding Schwab Strategic Tr