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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
2025-09-30 $447k 16k 27.94
2025-06-30 $387k 14k 27.35
2025-03-31 $375k 15k 25.38
2024-12-31 $133k 5.8k 23.12
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 Series Trust Bbg Conv Sec Etf (CWB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Russell 2000 Etf (IWM)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Dj Internt Idx (FDN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for FSC Wealth Advisors

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