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Schwab Strategic Tr shares owned by OMC Financial Services

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

Historical chart of OMC Financial Services investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by OMC Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7M 159k 29.82
2025-09-30 $4.4M 158k 27.94
2025-06-30 $2.6M 93k 27.35