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Schwab Strategic Tr shares owned by Intentional Wealth Strategies

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Intentional Wealth Strategies from 13F filings

Historical chart of Intentional Wealth Strategies investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Intentional Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Intentional Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $350k 14k 25.82

More positions owned by Intentional Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Touchstone Etf Trust Dynamic Intl Etf (TDI)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Isha Us Them Etf (THRO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Blackrock Etf Trust Isha Syst Al Etf (IALT)
Global X Fds Defense Tech Etf (SHLD)
Ishares Tr Core Msci Total (IXUS)
New York Life Investments Et Ftse Intl Eqty C (HFXI)

View all positions for Intentional Wealth Strategies

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of America Corporation
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Fort Point Capital Partners
Pallas Capital Advisors
United Capital Financial Advisers
Envestnet Asset Management
Wedmont Private Capital
Wealth Enhancement Advisory Services
Smith, Moore & Co.
Quantinno Capital Management
Adviser Investments

View all funds holding Schwab Strategic Tr