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Schwab Strategic Tr shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $315k 12k 25.76
2025-06-30 $665k 26k 25.18

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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