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Schwab Strategic Tr shares owned by Scholtz & Company

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Scholtz & Company from 13F filings

Historical chart of Scholtz & Company investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Scholtz & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Scholtz & Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $363k 12k 29.82

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Rheinmetall (RNMBY)
General Electric Company Com New (GE)
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NVIDIA Corporation (NVDA)
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Abbott Laboratories (ABT)
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View all positions for Scholtz & Company

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Summit Asset Management
Jane Street
Advisor Group Holdings
HighTower Advisors
LPL Financial
Modern Wealth Management
Charles Schwab Trust
Iron Financial
LeConte Wealth Management
Robertson Stephens Wealth Management
Magnolia Capital Advisors
LongView Wealth Management
OMC Financial Services

View all funds holding Schwab Strategic Tr