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Schwab Strategic Tr shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 612 27.94
2025-06-30 $18k 673 27.35
2025-03-31 $19k 738 25.38
2024-12-31 $58k 2.5k 23.12
2024-09-30 $53k 2.0k 26.17
2024-06-30 $47k 2.0k 23.57