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Schwab Strategic Tr shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $457k 14k 31.73

More positions owned by Gateway Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation Call Option (NVDA)
Vanguard World Mega Grwth Ind (MGK)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Msci Em Asia Etf (EEMA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Spdr Series Trust St Str Aggre Etf (SPAB)
Microsoft Corporation (MSFT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Gateway Wealth Partners

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Advisor Group Holdings
Modern Wealth Management
Summit Asset Management
LPL Financial
HighTower Advisors
Bank of America Corporation
Fifth Third Wealth Advisors
Iron Financial
TD Waterhouse Canada
Woodmont Investment Counsel
Charles Schwab Trust
Nuveen
Envestnet Asset Management

View all funds holding Schwab Strategic Tr