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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
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)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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