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Schwab Strategic Tr shares owned by Carl Stuart Investment Advisor

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Carl Stuart Investment Advisor from 13F filings

Historical chart of Carl Stuart Investment Advisor investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Carl Stuart Investment Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Carl Stuart Investment Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 40k 52.61

More positions owned by Carl Stuart Investment Advisor

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Raymond James Financial (RJF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Automatic Data Processing (ADP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Gold Tr Gold Shs (GLD)
Johnson & Johnson (JNJ)
General Mills (GIS)
Chevron Corporation (CVX)
Apple (AAPL)

View all positions for Carl Stuart Investment Advisor

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Captrust Financial Advisors
SageView Advisory Group
Bank of New York Mellon
Lindenwold Advisors

View all funds holding Schwab Strategic Tr