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Schwab Strategic Tr shares owned by CrossGen Wealth

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

Historical chart of CrossGen Wealth investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $171k 5.4k 31.66

More positions owned by CrossGen Wealth

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Apple (AAPL)
Valero Energy Corporation (VLO)
Wal-Mart Stores (WMT)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Marathon Petroleum Corp (MPC)
Amazon (AMZN)
Goldman Sachs (GS)
Eaton Corporation SHS (ETN)
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Air Products & Chemicals (APD)

View all positions for CrossGen 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