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Schwab Strategic Tr shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 174k 27.94
2025-06-30 $4.2M 153k 27.35
2025-03-31 $3.5M 139k 25.38
2024-12-31 $3.1M 134k 23.12
2024-09-30 $3.0M 114k 26.17

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

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