Wolfstich Capital »

Schwab Strategic Tr shares owned by Wolfstich Capital

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Wolfstich Capital from 13F filings

Historical chart of Wolfstich Capital investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Wolfstich Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Wolfstich Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 71k 27.94
2025-06-30 $1.1M 71k 15.21
2025-03-31 $1.2M 81k 14.43
2024-12-31 $1.9M 81k 23.12

More positions owned by Wolfstich Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Schwab Strategic Tr Internl Divid (SCHY)
International Business Machines (IBM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Esg Us Stk Etf (ESGV)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Wolfstich Capital

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
LeConte Wealth Management
Modern Wealth Management
LongView Wealth Management
Sequoia Financial Advisors
Martin Worley Group
Robertson Stephens Wealth Management
Mutual Advisors

View all funds holding Schwab Strategic Tr