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Schwab Strategic Tr shares owned by Capital Square

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

Historical chart of Capital Square investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Capital Square

Quarter filed Position value Share count Share price at filing
2026-03-31 $835k 26k 32.34

More positions owned by Capital Square

Vanguard Total Stock Market ETF (VTI)
iShares S&P US Pref Stock Idx Fnd (PFF)
Market Vectors Etf Tr Pfd Sec (PFXF)
Amazon (AMZN)
Altria (MO)
Amplify Etf Tr a (DIVO)
Eli Lilly & Co. (LLY)
Vanguard Total Bond Market ETF (BND)
Tcw Etf Trust (FLXR)
Apple (AAPL)
United Parcel Service (UPS)
iShares S&P 500 Growth Index (IVW)
Caretrust Reit (CTRE)
Home Depot (HD)
Sch Fnd Intl Lg Etf (FNDF)

View all positions for Capital Square

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Summit Asset Management
Advisor Group Holdings
Jane Street
LPL Financial
HighTower Advisors
Bank of America Corporation
Modern Wealth Management
Iron Financial
Elequin Capital
Woodmont Investment Counsel
Charles Schwab Trust
Robertson Stephens Wealth Management
LongView Wealth Management

View all funds holding Schwab Strategic Tr