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Schwab Strategic Tr shares owned by CAP Partners

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

Historical chart of CAP Partners investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by CAP Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $261k 5.0k 52.53
2024-06-30 $255k 5.0k 51.40

More positions owned by CAP Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
American Centy Etf Tr Avantis Us Small (AVSC)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for CAP Partners

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Pallas Capital Advisors
Charles Schwab Trust
Wedmont Private Capital
Bank of America Corporation
Beaird Harris Wealth Management
Garrett Investment Advisors
Adviser Investments
Myecfo
Jpmorgan Chase & Co
Envestnet Asset Management
O'rourke & Company
VanderPol Investments
Jane Street
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr