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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
2024-06-30 $3.9M 280k 13.86
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

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Growth Etf Etf (VUG)
Ishares Tr Trs Flt Rt Bd Etf (TFLO)
Blackstone Secd Lending (BXSL)
Vanguard Value Etf Etf (VTV)
Ishares Tr Msci Usa Qlt Fct Etf (QUAL)
Amazon (AMZN)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf Etf (DFAX)
Jpmorgan Us Momentum Factor Etf Etf (JMOM)
Vanguard Small Cap Etf Etf (VB)
Avantis Us Equity Etf Etf (AVUS)
Vanguard Large Cap Etf Etf (VV)

View all positions for Magnolia Capital Advisors

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Charles Schwab Investment Management
Summit Asset Management
Souders Financial Advisors
Kohmann Bosshard Financial Services
Envestnet Asset Management
Jane Street
Magnolia Capital Advisors
Asset Advisors Investment Management
Advisor Group Holdings
LPL Financial
Susquehanna International
Stifel Financial
Principle Wealth Partners
Charles Schwab Trust

View all funds holding Schwab Strategic Tr