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Schwab Strategic Tr shares owned by Howe and Rusling

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Howe and Rusling from 13F filings

Historical chart of Howe and Rusling investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Howe and Rusling consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Howe and Rusling

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 8.2k 25.61
2025-06-30 $206k 8.2k 25.18

More positions owned by Howe and Rusling

Broadcom (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Gwt (IUSG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple Call Call Option (Principal) (AAPL)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core S&p Us Vlu (IUSV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Howe and Rusling

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
Envestnet Asset Management
Garrett Investment Advisors
Jane Street
Beaird Harris Wealth Management
Old Mission Capital

View all funds holding Schwab Strategic Tr