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Schwab Strategic Tr shares owned by Kestra Investment Management

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

Historical chart of Kestra Investment Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $218k 8.6k 25.48

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr Series Trust State Street Spd (SPYG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Intl High Profit (DIHP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Global X Fds Us Infr Dev Etf (PAVE)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Kestra Investment Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Bank of America Corporation
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jane Street
Pallas Capital Advisors
United Capital Financial Advisers
Fort Point Capital Partners
Creative Planning
Envestnet Asset Management
Wedmont Private Capital
Quantinno Capital Management
Mml Investors Services
Garrett Investment Advisors

View all funds holding Schwab Strategic Tr