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Schwab Strategic Tr shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Farther Finance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $26k 1.0k 25.76
2023-12-31 $84k 1.6k 52.61

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
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Nvidia Corporation Stock (NVDA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional International Value Etf Etf (DFIV)
Microsoft Corp Stock (MSFT)
Schwab U.s. Large-cap Etf Etf (SCHX)
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Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
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Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Value Etf Etf (VTV)

View all positions for Farther Finance Advisors

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