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Schwab Strategic Tr shares owned by Change Path

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

Historical chart of Change Path investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Change Path

Quarter filed Position value Share count Share price at filing
2025-09-30 $422k 17k 25.61
2025-06-30 $411k 16k 25.18
2025-03-31 $311k 12k 25.37
2024-12-31 $211k 8.2k 25.68

More positions owned by Change Path

Neos Etf Trust Fis Bright Port (BRIF)
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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
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Microsoft Corporation (MSFT)
Advisorshares Tr Star Glob Buyw (VEGA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Change Path

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