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Schwab Strategic Tr shares owned by Carroll Advisory Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Carroll Advisory Group from 13F filings

Historical chart of Carroll Advisory Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Carroll Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Carroll Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $335k 11k 31.73

More positions owned by Carroll Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Acwi Exus (HAWX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr S&p 500 Dv Arist (NOBL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Spdr Series Trust St Str P500etf (SPYM)

View all positions for Carroll Advisory Group

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
Fifth Third Wealth Advisors
Modern Wealth Management
Iron Financial
Elequin Capital
Woodmont Investment Counsel
Charles Schwab Trust
LongView Wealth Management

View all funds holding Schwab Strategic Tr