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Schwab Strategic Tr shares owned by FSC Wealth Advisors

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

Historical chart of FSC Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by FSC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 13k 26.17

More positions owned by FSC Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for FSC Wealth Advisors

Top funds holding Schwab Strategic Tr

Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Advisor Group Holdings
Asset Advisors Investment Management
LPL Financial
Magnolia Capital Advisors
Stifel Financial
Principle Wealth Partners
Charles Schwab Trust
Iron Financial
First Merchants Bank, National Association
LongView Wealth Management
Modern Wealth Management

View all funds holding Schwab Strategic Tr