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Schwab Strategic Tr shares owned by Mutual Advisors

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

Historical chart of Mutual Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Mutual Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 60k 24.59
2023-09-30 $1.7M 73k 23.00
2023-06-30 $2.1M 87k 23.94
2023-03-31 $1.8M 77k 23.63
2022-12-31 $1.5M 66k 22.42

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Top funds holding Schwab Strategic Tr

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Kohmann Bosshard Financial Services
Souders Financial Advisors
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
HighTower Advisors
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr