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Schwab Strategic Tr shares owned by M3 Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by M3 Wealth Management from 13F filings

Historical chart of M3 Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by M3 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by M3 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $392k 12k 31.66

More positions owned by M3 Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Ge Vernova (GEV)
Johnson & Johnson (JNJ)
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Apple (AAPL)
Valero Energy Corporation (VLO)
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Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Scp Etf (IJR)
Tesla Motors (TSLA)
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View all positions for M3 Wealth Management

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