Schwab Strategic Tr shares owned by IFP Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $378k | 12k | 31.40 |
| 2026-06-30 | $151k | 4.8k | 31.73 |
| 2026-03-31 | $3.2k | 100 | 31.66 |
| 2025-12-31 | $3.0k | 100 | 29.82 |
| 2025-09-30 | $2.8k | 100 | 27.94 |