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Schwab Strategic Tr shares owned by Spears Abacus Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Spears Abacus Advisors from 13F filings

Historical chart of Spears Abacus Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Spears Abacus Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Spears Abacus Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 6.6k 31.66

More positions owned by Spears Abacus Advisors

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Chubb (CB)
Vertiv Holdings Com Cl A (VRT)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Cap Stk Cl A (GOOGL)
Millrose Pptys Com Cl A (MRP)
Merck & Co (MRK)
Analog Devices (ADI)
Union Pacific Corporation (UNP)
Ftai Aviation SHS (FTAI)
NVIDIA Corporation (NVDA)

View all positions for Spears Abacus Advisors

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Summit Asset Management
Advisor Group Holdings
Jane Street
LPL Financial
HighTower Advisors
Bank of America Corporation
Modern Wealth Management
Iron Financial
Elequin Capital
Woodmont Investment Counsel
Charles Schwab Trust
Robertson Stephens Wealth Management
LongView Wealth Management

View all funds holding Schwab Strategic Tr