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Schwab Strategic Tr shares owned by Mengis Capital Management

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

Historical chart of Mengis Capital Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Mengis Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $581k 18k 31.66
2025-12-31 $541k 18k 29.82
2025-09-30 $432k 15k 27.94

More positions owned by Mengis Capital Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
Alphabet Inc Class C cs (GOOG)
JPMorgan Chase & Co. (JPM)
Quanta Services (PWR)
Deere & Company (DE)
Gs Intl Dvlpd Etf FD (GSIE)
Paccar (PCAR)
Novartis (NVS)
Exxon Mobil Corporation (XOM)
Costco Wholesale Corporation (COST)
Allegheny Technologies Incorporated (ATI)
Johnson & Johnson (JNJ)
Amazon (AMZN)

View all positions for Mengis Capital 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