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Schwab Strategic Tr shares owned by Sandy Spring Bank

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Sandy Spring Bank from 13F filings

Historical chart of Sandy Spring Bank investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Sandy Spring Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Sandy Spring Bank

Quarter filed Position value Share count Share price at filing
2023-12-31 $31k 1.3k 24.59
2023-09-30 $29k 1.3k 23.00
2023-06-30 $30k 1.3k 23.94
2023-03-31 $30k 1.3k 23.63
2022-12-31 $29k 1.3k 22.42

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Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Midcap 400 Spdr Trust Series 1 Utser1 S&pdcrp (MDY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Core S&p Value Etf Core S&p Us Vlu (IUSV)
Ishares Core S&p Us Growth Core S&p Us Gwt (IUSG)
Alphabet Inc-cl C Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Us Midcap Divid (DON)
Berkshire Hathaway Inc B Cl B New (BRK.B)

View all positions for Sandy Spring Bank

Top funds holding Schwab Strategic Tr

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Kohmann Bosshard Financial Services
Souders Financial Advisors
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
HighTower Advisors
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr