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Schwab Strategic Tr shares owned by Greenleaf Trust

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

Historical chart of Greenleaf Trust investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Greenleaf Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 10k 26.17

More positions owned by Greenleaf Trust

Stryker Corporation (SYK)
iShares Core S&P 500 Index Core S&p500 Etf (IVV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
Apple (AAPL)
iShares Core S&P Midcap 400 Index Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
iShares MSCI Emerging Index Fund MFC Msci Emg Mkt Etf (EEM)
NVIDIA Corporation (NVDA)
iShares Core S&P Smallcap 600 Index Core S&p Scp Etf (IJR)
Amazon (AMZN)
Alphabet Inc. Cl C CL C (GOOG)
Meta Platforms Inc. Cl A Cl A (META)
Visa Inc - Class A Cl A (V)
Berkshire Hathaway Cl B Cl B New (BRK.B)
iShares Core MSCI Emerging Market Core Msci Emkt (IEMG)

View all positions for Greenleaf Trust

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