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Schwab Strategic Tr shares owned by Myecfo

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

Historical chart of Myecfo investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Myecfo

Quarter filed Position value Share count Share price at filing
2024-09-30 $541k 21k 26.17
2024-06-30 $429k 18k 23.57
2024-03-31 $443k 18k 24.26
2023-12-31 $454k 19k 24.59
2023-09-30 $410k 18k 23.00
2023-06-30 $293k 12k 23.94
2023-03-31 $324k 14k 23.63
2022-12-31 $219k 9.7k 22.52

More positions owned by Myecfo

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Calif Mun Bd Etf (CMF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr New York Mun Etf (NYF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Gnma Bond Etf (GNMA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Myecfo

Top funds holding Schwab Strategic Tr

Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Advisor Group Holdings
Asset Advisors Investment Management
LPL Financial
Magnolia Capital Advisors
Stifel Financial
Principle Wealth Partners
Charles Schwab Trust
Iron Financial
First Merchants Bank, National Association
LongView Wealth Management
Modern Wealth Management

View all funds holding Schwab Strategic Tr