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Red Tortoise »

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
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)

Vanguard Long-term Treasury Etf Etf (VGLT)

Schwab Emerging Markets Equity Etf Etf (SCHE)

Schwab U.s. Large-cap Etf Etf (SCHX)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Ishares Core Msci Eafe Etf Etf (IEFA)

Ishares Russell 1000 Value Etf Etf (IWD)

Vanguard Value Etf Etf (VTV)

Schwab Fundamental U.s. Large Company Etf Etf (FNDX)

Schwab Short-term Us Treasury Etf Etf (SCHO)

Ishares Core Dividend Growth Etf Etf (DGRO)

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

Schwab Us Tips Etf Etf (SCHP)

View all positions for Red Tortoise

Top funds holding Schwab Strategic Tr

Cresset Asset Management

Summit Asset Management

Envestnet Asset Management

Advisor Group Holdings

Asset Advisors Investment Management

Charles Schwab Trust

Magnolia Capital Advisors

Kohmann Bosshard Financial Services

Stifel Financial

Cetera Investment Advisers

First Merchants Bank, National Association

View all funds holding Schwab Strategic Tr

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