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Schwab Strategic Tr shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 103k 26.17
2024-06-30 $2.4M 103k 23.57
2024-03-31 $3.0M 124k 24.26
2023-12-31 $3.1M 124k 24.59

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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