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Schwab Strategic Tr shares owned by Sowell Financial Services

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Sowell Financial Services from 13F filings

Historical chart of Sowell Financial Services investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 63k 24.59
2023-09-30 $1.7M 76k 23.00
2023-06-30 $2.1M 87k 23.94
2022-12-31 $1.5M 66k 22.43

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Sprott Physical Gold Tr Unit (PHYS)
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View all positions for Sowell Financial Services

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