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Schwab Strategic Tr shares owned by Independent Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 55k 31.66

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View all positions for Independent Financial Group

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Summit Asset Management
Advisor Group Holdings
Jane Street
LPL Financial
HighTower Advisors
Bank of America Corporation
Modern Wealth Management
Iron Financial
Elequin Capital
Woodmont Investment Counsel
Charles Schwab Trust
Robertson Stephens Wealth Management
LongView Wealth Management

View all funds holding Schwab Strategic Tr