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Schwab Strategic Tr shares owned by Bedel Financial Consulting

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Bedel Financial Consulting from 13F filings

Historical chart of Bedel Financial Consulting investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Bedel Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Bedel Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 11k 25.61
2025-06-30 $265k 11k 25.18
2025-03-31 $250k 10k 25.09
2024-12-31 $257k 9.9k 25.78
2024-09-30 $239k 4.6k 52.54
2024-06-30 $234k 4.6k 51.40

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View all positions for Bedel Financial Consulting

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