LGT Financial Advisors »

Schwab Strategic Tr shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $177k 6.3k 27.94
2024-12-31 $37k 1.6k 23.14

More positions owned by LGT Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial Advisors

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
LeConte Wealth Management
Modern Wealth Management
LongView Wealth Management
Sequoia Financial Advisors
Martin Worley Group
Robertson Stephens Wealth Management
Mutual Advisors

View all funds holding Schwab Strategic Tr