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Schwab Strategic Tr shares owned by Monetary Solutions

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Monetary Solutions from 13F filings

Historical chart of Monetary Solutions investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Monetary Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Monetary Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $151k 5.1k 29.82

More positions owned by Monetary Solutions

Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Floating Rate Bond Etf Etf (FLOT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Apple Stock (AAPL)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Chase & Co Stock (JPM)
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard Small Cap Value Etf Etf (VBR)
Schwab U.s. Large-cap Value Etf Etf (SCHV)
Invesco S&p Midcap Momentum Etf Etf (XMMO)
Abbvie Stock (ABBV)
Vanguard International High Dividend Yield Etf Etf (VYMI)

View all positions for Monetary Solutions

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Summit Asset Management
Jane Street
Advisor Group Holdings
HighTower Advisors
LPL Financial
Charles Schwab Trust
Iron Financial
Modern Wealth Management
LeConte Wealth Management
Robertson Stephens Wealth Management
LongView Wealth Management
OMC Financial Services
Fiduciary Alliance

View all funds holding Schwab Strategic Tr