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Schwab Strategic Tr shares owned by Financial Consulate

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

Historical chart of Financial Consulate investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Financial Consulate

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0k 250 27.94

More positions owned by Financial Consulate

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Intl High Profit (DIHP)
Schwab Strategic Tr Fundamental Us B (FNDB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Mccormick & Co Com Non Vtg (MKC)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Financial Consulate

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