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Schwab Strategic Tr shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $571k 22k 25.48
2025-12-31 $535k 21k 25.76
2025-09-30 $513k 20k 25.61

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Graniteshares Gold Tr Shs Ben Int (BAR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds State Street Spd (SPDW)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Covington Trust Enhanced Intl (FENI)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Advyzon Investment Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Bank of America Corporation
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jane Street
Pallas Capital Advisors
United Capital Financial Advisers
Fort Point Capital Partners
Creative Planning
Envestnet Asset Management
Wedmont Private Capital
Quantinno Capital Management
Mml Investors Services
Garrett Investment Advisors

View all funds holding Schwab Strategic Tr