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Schwab Strategic Tr shares owned by Magnolia Capital Advisors

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

Historical chart of Magnolia Capital Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Magnolia Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 209k 26.17
2024-06-30 $5.6M 236k 23.57
2023-06-30 $5.9M 248k 23.94
2023-03-31 $6.1M 258k 23.63
2022-03-31 $7.0M 273k 25.68

More positions owned by Magnolia Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Sp Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Internl Divid (SCHY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Home Depot (HD)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)

View all positions for Magnolia Capital Advisors

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