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Schwab Strategic Tr shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $325k 13k 25.76
2025-09-30 $272k 11k 25.61
2025-06-30 $217k 8.6k 25.18

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View all positions for Burling Wealth Partners

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jpmorgan Chase & Co
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Wealth Enhancement Advisory Services
Garrett Investment Advisors
Adviser Investments
Mml Investors Services
Beaird Harris Wealth Management
Perigon Wealth Management

View all funds holding Schwab Strategic Tr