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Schwab Strategic Tr shares owned by CLS Investments

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

Historical chart of CLS Investments investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $308k 12k 25.76
2025-09-30 $306k 12k 25.61
2025-06-30 $269k 11k 25.18

More positions owned by CLS Investments

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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)

View all positions for CLS Investments

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