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Schwab Strategic Tr shares owned by Woodmont Investment Counsel

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Woodmont Investment Counsel from 13F filings

Historical chart of Woodmont Investment Counsel investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Woodmont Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Woodmont Investment Counsel

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.2M 291k 31.66

More positions owned by Woodmont Investment Counsel

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Broadcom (AVGO)
Ishares Tr Ibonds 27 Etf (IBDS)
Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Stonex Group (SNEX)
Vanguard Index Fds Small Cp Etf (VB)
Hca Holdings (HCA)

View all positions for Woodmont Investment Counsel

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