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Schwab Strategic Tr shares owned by Garrett Investment Advisors

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

Historical chart of Garrett Investment Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Garrett Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 86k 52.05

More positions owned by Garrett Investment Advisors

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Intl Qulty Div (IQDG)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Blackrock Etf Trust Ii Flexible Income (BINC)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Garrett Investment Advisors

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