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Schwab Strategic Tr shares owned by Accredited Investors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Accredited Investors from 13F filings

Historical chart of Accredited Investors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Accredited Investors

Quarter filed Position value Share count Share price at filing
2026-06-30 $663k 26k 25.82

More positions owned by Accredited Investors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
United Parcel Svcs CL B (UPS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Amazon (AMZN)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Accredited Investors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of America Corporation
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Fort Point Capital Partners
Pallas Capital Advisors
United Capital Financial Advisers
Envestnet Asset Management
Wedmont Private Capital
Wealth Enhancement Advisory Services
Smith, Moore & Co.
Quantinno Capital Management
Adviser Investments

View all funds holding Schwab Strategic Tr