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Schwab Strategic Tr shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $633k 25k 25.61
2025-06-30 $1.2M 47k 25.18
2025-03-31 $1.2M 49k 25.37

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private Wealth Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jones Financial Companies, L.L
Streettalk Advisors
Jpmorgan Chase & Co
Charles Schwab Trust
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Envestnet Asset Management
Garrett Investment Advisors
Jane Street
Beaird Harris Wealth Management
Old Mission Capital
Adviser Investments

View all funds holding Schwab Strategic Tr