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Schwab Strategic Tr shares owned by Iron Financial

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

Historical chart of Iron Financial investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Iron Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 174k 26.17
2024-06-30 $2.9M 122k 23.57
2024-03-31 $2.8M 115k 24.26
2023-12-31 $2.4M 98k 24.59

More positions owned by Iron Financial

Apple (AAPL)
Cme (CME)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Msci Gbl Min Vol (ACWV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Schwab Strategic Tr Internl Divid (SCHY)
Ishares Tr Ibonds Dec2026 (IBDR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Iron Financial

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