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Schwab Strategic Tr shares owned by Myecfo

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

Historical chart of Myecfo investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Myecfo

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 87k 52.05
2023-12-31 $4.8M 92k 52.56
2023-09-30 $4.2M 85k 49.58
2023-06-30 $3.5M 68k 51.83
2023-03-31 $3.2M 62k 52.37
2022-12-31 $1.1M 22k 51.30

More positions owned by Myecfo

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Calif Mun Bd Etf (CMF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr New York Mun Etf (NYF)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Ishares Tr Gnma Bond Etf (GNMA)

View all positions for Myecfo

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Captrust Financial Advisors
SageView Advisory Group
Bank of New York Mellon
Lindenwold Advisors

View all funds holding Schwab Strategic Tr