Schwab Strategic Tr shares owned by IFP Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $328k | 13k | 25.61 |
| 2025-06-30 | $83k | 3.3k | 25.18 |
| 2025-03-31 | $84k | 3.3k | 25.37 |
| 2024-12-31 | $85k | 3.3k | 25.68 |
| 2024-09-30 | $86k | 1.6k | 52.53 |
| 2023-09-30 | $25k | 500 | 49.58 |
| 2023-03-31 | $214k | 4.3k | 50.08 |
| 2022-12-31 | $176k | 3.5k | 50.14 |