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Schwab Strategic Tr shares owned by Red Tortoise

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

Historical chart of Red Tortoise investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Red Tortoise

Quarter filed Position value Share count Share price at filing
2025-09-30 $160k 5.7k 27.94
2025-06-30 $155k 5.7k 27.35
2025-03-31 $142k 5.6k 25.38
2024-12-31 $129k 5.6k 23.12
2024-09-30 $151k 5.8k 26.17
2024-06-30 $71k 3.0k 23.57

More positions owned by Red Tortoise

Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental International Equity Etf Etf (FNDF)
Ishares Core S&p 500 Etf Etf (IVV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Long-term Treasury Etf Etf (VGLT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Russell 1000 Value Etf Etf (IWD)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Vanguard Value Etf Etf (VTV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for Red Tortoise

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
LeConte Wealth Management
Modern Wealth Management
LongView Wealth Management
Sequoia Financial Advisors
Martin Worley Group
Robertson Stephens Wealth Management
Mutual Advisors

View all funds holding Schwab Strategic Tr