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Schwab Strategic Tr shares owned by Adviser Investments

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

Historical chart of Adviser Investments investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 68k 52.05
2023-12-31 $3.4M 65k 52.61
2023-09-30 $991k 20k 49.58
2023-06-30 $221k 4.3k 51.83
2023-03-31 $224k 4.3k 52.37

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Wellington Us Value Factr (VFVA)

View all positions for Adviser Investments

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Captrust Financial Advisors
SageView Advisory Group
Bank of New York Mellon
Lindenwold Advisors

View all funds holding Schwab Strategic Tr