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Schwab Strategic Tr shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 91k 27.94
2025-06-30 $30k 1.1k 27.35

More positions owned by Carolina Wealth Advisors

Schwab Long-term U.s. Treasury Etf Etf (SCHQ)
Bny Mellon Core Bond Etf Etf (BKAG)
Schwab Us Tips Etf Etf (SCHP)
Dell Technologies Inc Cl C Stock (DELL)
Spdr Portfolio High Yield Bond Etf Etf (SPHY)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Fastenal Stock (FAST)
Guess Stock (GES)
Mosaic Stock (MOS)
Dicks Sporting Goods Stock (DKS)
Novo-nordisk A S Adr (NVO)
Verizon Communications Stock (VZ)
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)
RPC Stock (RES)
Ford Mtr Stock (F)

View all positions for Carolina Wealth Advisors

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