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Schwab Strategic Tr shares owned by Biltmore Family Office

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Biltmore Family Office from 13F filings

Historical chart of Biltmore Family Office investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Biltmore Family Office

Quarter filed Position value Share count Share price at filing
2025-12-31 $51k 1.7k 29.82

More positions owned by Biltmore Family Office

Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Large Cap Etf (VV)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Baron Etf Tr Financials Etf (BCFN)
Sprott Asset Management Physical Gold Tr (PHYS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange Traded Nasdq Artfcial (ROBT)
Abbvie (ABBV)
Goldman Sachs (GS)
Alphabet Cap Stk Cl A (GOOGL)
Ftai Aviation SHS (FTAI)

View all positions for Biltmore Family Office

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
LPL Financial
Charles Schwab Trust
Iron Financial
Modern Wealth Management
LeConte Wealth Management
Robertson Stephens Wealth Management
Sequoia Financial Advisors
LongView Wealth Management
OMC Financial Services
Fiduciary Alliance

View all funds holding Schwab Strategic Tr