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Schwab Strategic Tr shares owned by Emerald Investment Partners

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

Historical chart of Emerald Investment Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $150k 2.9k 52.53
2024-06-30 $147k 2.9k 51.40
2024-03-31 $149k 2.9k 52.05

More positions owned by Emerald Investment Partners

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Vanguard World Mega Grwth Ind (MGK)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Value Etf (VTV)

View all positions for Emerald Investment 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