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Schwab Strategic Tr shares owned by D.B. Root & Company

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by D.B. Root & Company from 13F filings

Historical chart of D.B. Root & Company investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by D.B. Root & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by D.B. Root & Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $568k 19k 29.82
2025-09-30 $447k 16k 27.94
2025-06-30 $393k 14k 27.35

More positions owned by D.B. Root & Company

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Innovator Etfs Trust Buffer Step Up S (BSTP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dick's Sporting Goods (DKS)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for D.B. Root & Company

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Summit Asset Management
Jane Street
Advisor Group Holdings
HighTower Advisors
LPL Financial
Charles Schwab Trust
Iron Financial
Modern Wealth Management
LeConte Wealth Management
Robertson Stephens Wealth Management
Magnolia Capital Advisors
LongView Wealth Management
OMC Financial Services

View all funds holding Schwab Strategic Tr