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Schwab Strategic Tr shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $438k 14k 31.66

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPBO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Quality Grow (QGRO)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Procyon Private Wealth Partners

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