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Schwab Strategic Tr shares owned by Perspective Wealth Advisors

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

Historical chart of Perspective Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Perspective Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 54k 31.66

More positions owned by Perspective Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SJNK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Fundamental Emer (FNDE)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Legg Mason Etf Invt Franklin Us Low (LVHD)

View all positions for Perspective Wealth Advisors

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Summit Asset Management
Advisor Group Holdings
Jane Street
LPL Financial
HighTower Advisors
Bank of America Corporation
Modern Wealth Management
Iron Financial
Elequin Capital
Woodmont Investment Counsel
Charles Schwab Trust
Robertson Stephens Wealth Management
LongView Wealth Management

View all funds holding Schwab Strategic Tr