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Schwab Strategic Tr shares owned by Bravera Wealth

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

Historical chart of Bravera Wealth investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Bravera Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 58k 31.66
2025-12-31 $2.0M 66k 29.82

More positions owned by Bravera Wealth

Vanguard 500 Index ETF S&p 500 Etf Shs (VOO)
Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Vanguard Value Index ETF Value Etf (VTV)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
Fidelity SMID Multifactor ETF Sml Mid Mltfct (FSMD)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Avantis U.S. Small Cap Value ETF Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
First Trust Rising Dividend Achievers ETF Risng Divd Achiv (RDVY)
Schwab Fundamental U.S. Large Company ETF Fundamental Us L (FNDX)
Capital Group Dividend Value ETF Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Vanguard Developed Markets Index FTSE ETF Van Ftse Dev Mkt (VEA)
Global X Adaptive U.S. Factor ETF Adaptive Us (AUSF)
SPDR S&P Dividend ETF State Street Spd (SDY)

View all positions for Bravera Wealth

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Summit Asset Management
Jane Street
Advisor Group Holdings
HighTower Advisors
LPL Financial
Modern Wealth Management
Iron Financial
Charles Schwab Trust
LeConte Wealth Management
LongView Wealth Management
Robertson Stephens Wealth Management
Magnolia Capital Advisors
Fiduciary Alliance

View all funds holding Schwab Strategic Tr