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Schwab Strategic Tr shares owned by Galvin, Gaustad & Stein

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Galvin, Gaustad & Stein from 13F filings

Historical chart of Galvin, Gaustad & Stein investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Galvin, Gaustad & Stein consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Galvin, Gaustad & Stein

Quarter filed Position value Share count Share price at filing
2024-03-31 $351k 6.7k 52.05
2023-12-31 $354k 6.7k 52.61

More positions owned by Galvin, Gaustad & Stein

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Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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UnitedHealth (UNH)
Bank of New York Mellon Corporation (BK)
Coca-Cola Company (KO)
Waste Management (WM)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Copart (CPRT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
AutoZone (AZO)
Visa Com Cl A (V)
Amazon (AMZN)

View all positions for Galvin, Gaustad & Stein

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Captrust Financial Advisors
SageView Advisory Group
Bank of New York Mellon
Lindenwold Advisors

View all funds holding Schwab Strategic Tr