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Schwab Strategic Tr shares owned by WNY Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by WNY Asset Management from 13F filings

Historical chart of WNY Asset Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by WNY Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by WNY Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $255k 8.0k 31.66

More positions owned by WNY Asset Management

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Spdr Gold Tr Gold Shs (GLD)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Etf Opportunities Trust Hedgeye Capital (HECA)
Select Sector Spdr Tr State Street Uti (XLU)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Apple (AAPL)

View all positions for WNY Asset Management

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