Hartland & Co »

Schwab Strategic Tr shares owned by Hartland & Co

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Hartland & Co from 13F filings

Historical chart of Hartland & Co investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Hartland & Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Hartland & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $84k 3.3k 25.76
2025-09-30 $4.4k 170 25.61

More positions owned by Hartland & Co

Vanguard Index Fds Put Put Option (Principal) (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple Put Put Option (Principal) (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Nvidia Corporation Put Put Option (Principal) (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Hartland & Co

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