Seek First »

Schwab Strategic Tr shares owned by Seek First

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

Historical chart of Seek First investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Seek First

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 45k 27.94
2025-06-30 $1.1M 43k 25.38
2025-03-31 $1.1M 43k 25.38

More positions owned by Seek First

Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Seek First

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