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Schwab Strategic Tr shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $453k 19k 24.16

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Apple (AAPL)
Amazon (AMZN)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Crowdstrike Hldgs Cl A (CRWD)

View all positions for LifeGoal Wealth Advisors

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
Fort Point Capital Partners
Pallas Capital Advisors
United Capital Financial Advisers
Envestnet Asset Management
Wedmont Private Capital
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Smith, Moore & Co.
Quantinno Capital Management
Adviser Investments

View all funds holding Schwab Strategic Tr