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Schwab Strategic Tr shares owned by Alteri Wealth

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

Historical chart of Alteri Wealth investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Alteri Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $207M 8.1k 25610.02

More positions owned by Alteri Wealth

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Broadcom Stock (AVGO)
Microsoft Corp Stock (MSFT)
Walmart Stock (WMT)
Exxon Mobil Corp Stock (XOM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Amazon Stock (AMZN)
Jpmorgan Chase & Co Stock (JPM)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Intel Corp Stock (INTC)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Tesla Stock (TSLA)
Amgen Stock (AMGN)

View all positions for Alteri Wealth

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jones Financial Companies, L.L
Streettalk Advisors
Jpmorgan Chase & Co
Charles Schwab Trust
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Envestnet Asset Management
Garrett Investment Advisors
Jane Street
Beaird Harris Wealth Management
Old Mission Capital
Adviser Investments

View all funds holding Schwab Strategic Tr