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Schwab Strategic Tr shares owned by Wise Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Wise Wealth Partners from 13F filings

Historical chart of Wise Wealth Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Wise Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Wise Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 40k 31.73

More positions owned by Wise Wealth Partners

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Direxion Shares Etf Trust Daily 500 1x Etf (SPDN)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Direxion Shares Etf Trust Dail Ma 7 1x Etf (QQQD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)
Spdr Series Trust St Inter Etf (SPTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Proshares Tr Ii Ultrashort Gold (GLL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Schwab Strategic Tr Internl Divid (SCHY)

View all positions for Wise Wealth Partners

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
Fifth Third Wealth Advisors
Modern Wealth Management
Iron Financial
Elequin Capital
Woodmont Investment Counsel
Charles Schwab Trust
Robertson Stephens Wealth Management

View all funds holding Schwab Strategic Tr