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Schwab Strategic Tr shares owned by Mason Investment Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Mason Investment Advisory Services from 13F filings

Historical chart of Mason Investment Advisory Services investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Mason Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Mason Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 6.9k 31.73

More positions owned by Mason Investment Advisory Services

Ishares Tr Msci Usa Value (VLUE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
T Rowe Price Exchange-traded Growth Etf (TGRT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
T Rowe Price Exchange-traded Natural Res Etf (TURF)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Capital Group Growth Etf Shs Creat Unit (CGGR)
American Centy Etf Tr Avan Tota Eq Etf (AVTM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)

View all positions for Mason Investment Advisory Services

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Advisor Group Holdings
Modern Wealth Management
Summit Asset Management
LPL Financial
HighTower Advisors
Bank of America Corporation
Fifth Third Wealth Advisors
Iron Financial
TD Waterhouse Canada
Woodmont Investment Counsel
Charles Schwab Trust
Nuveen
Envestnet Asset Management

View all funds holding Schwab Strategic Tr