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Schwab Strategic Tr shares owned by North Star Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by North Star Investment Management from 13F filings

Historical chart of North Star Investment Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by North Star Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $136k 4.9k 27.94

More positions owned by North Star Investment Management

Jpmorgan Chase & Co Stock (JPM)
Ishares S&p 500 Growth Etf Etf (IVW)
Apple Stock (AAPL)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Total Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares S&p 500 Value Etf Etf (IVE)
Old Rep Intl Corp Stock (ORI)
Blackstone Group Stock (BX)
Vanguard S&p 500 Etf Etf (VOO)
Oracle Corporation Stock (ORCL)
Google Stock (GOOGL)
Abbvie Stock (ABBV)
Ishares Amt-free Muni Bond Etf Etf (MUB)

View all positions for North Star Investment Management

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
LeConte Wealth Management
Modern Wealth Management
LongView Wealth Management
Sequoia Financial Advisors
Martin Worley Group
Robertson Stephens Wealth Management
Mutual Advisors

View all funds holding Schwab Strategic Tr