Schwab Strategic Tr shares owned by Atlantic Trust
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Atlantic Trust
from 13F filings
Historical chart of Atlantic Trust investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr by Atlantic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.3k | 206 | 25.76 |
| 2025-06-30 | $151k | 6.0k | 25.18 |
| 2025-03-31 | $149k | 6.0k | 24.76 |
| 2024-12-31 | $154k | 6.0k | 25.64 |
| 2024-09-30 | $79k | 1.5k | 52.53 |