Schwab Strategic Tr shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $185k | 6.6k | 27.94 |
| 2025-06-30 | $179k | 6.5k | 27.35 |
| 2025-03-31 | $166k | 6.5k | 25.38 |
| 2024-12-31 | $162k | 7.0k | 23.12 |
| 2024-09-30 | $180k | 6.9k | 26.17 |
| 2024-06-30 | $154k | 6.5k | 23.57 |
| 2024-03-31 | $159k | 6.5k | 24.26 |
| 2022-06-30 | $18k | 800 | 22.50 |
| 2022-03-31 | $248k | 9.7k | 25.65 |
More positions owned by Steward Partners Investment Advisory
View all positions for Steward Partners Investment Advisory