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Schwab Strategic Tr shares owned by Ferguson Wellman Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Ferguson Wellman Capital Management from 13F filings

Historical chart of Ferguson Wellman Capital Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Ferguson Wellman Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Ferguson Wellman Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 179k 25.48

More positions owned by Ferguson Wellman Capital Management

iShares MSCI ACWI ex-US Index Etf (ACWX)
Alphabet Inc Class A cs (GOOGL)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Chevron Corporation (CVX)
iShares Core US Aggregate Bond Etf (AGG)
Entergy Corporation (ETR)
Amazon (AMZN)
Abbvie (ABBV)
iShares Barclays MBS Fixed-Rat Etf (MBB)
iShares Core S&P 500 ETF Etf (IVV)
Procter & Gamble Company (PG)

View all positions for Ferguson Wellman Capital Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Bank of America Corporation
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jane Street
Pallas Capital Advisors
United Capital Financial Advisers
Fort Point Capital Partners
Creative Planning
Envestnet Asset Management
Wedmont Private Capital
Quantinno Capital Management
Mml Investors Services
Garrett Investment Advisors

View all funds holding Schwab Strategic Tr