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Schwab Strategic Tr shares owned by Mml Investors Services

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Mml Investors Services from 13F filings

Historical chart of Mml Investors Services investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Mml Investors Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 41k 27.94
2025-06-30 $1.1M 40k 27.35
2025-03-31 $975k 38k 25.39
2024-12-31 $1.9M 83k 23.12
2024-09-30 $1.8M 68k 26.17
2024-06-30 $1.5M 65k 23.58
2024-03-31 $1.5M 62k 24.26
2023-12-31 $650k 26k 24.58
2023-09-30 $416k 18k 23.00
2023-06-30 $429k 18k 23.96
2023-03-31 $398k 17k 23.63
2022-12-31 $1.7M 77k 22.42