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Schwab Strategic Tr shares owned by Fiduciary Alliance

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

Historical chart of Fiduciary Alliance investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Fiduciary Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 92k 27.94
2025-06-30 $1.8M 68k 27.35

More positions owned by Fiduciary Alliance

Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr S&p 500 Etf Trust Etf (SPY)
JPMorgan Chase Stock (JPM)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Berkshire Hathaway CL B Stock (BRK.B)
Alibaba Group Hldg Adr (BABA)
Ishares Bitcoin Trust Etf Etf (IBIT)
Schwab U.S. Large-Cap Growth Etf (SCHG)
Palantir Technologies Inc Cl A Stock (PLTR)
SPDR S&P World ex-US Etf (SPDW)
Alphabet CL A Stock (GOOGL)
Cooper Std Hldgs Stock (CPS)
Home Depot Stock (HD)

View all positions for Fiduciary Alliance

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