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Schwab Strategic Tr shares owned by Martin Worley Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Martin Worley Group from 13F filings

Historical chart of Martin Worley Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Martin Worley Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Martin Worley Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.0M 182k 27.35
2025-03-31 $4.3M 171k 25.38
2024-12-31 $3.9M 169k 23.12

More positions owned by Martin Worley Group

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Wellington Us Minimum (VFMV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Internl Divid (SCHY)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Martin Worley Group

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