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Schwab Strategic Tr shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 21k 52.53
2024-06-30 $1.0M 20k 51.40
2024-03-31 $1.0M 20k 52.05
2023-12-31 $1.9M 37k 52.61

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View all positions for Captrust Financial Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Pallas Capital Advisors
Charles Schwab Trust
Wedmont Private Capital
Bank of America Corporation
Beaird Harris Wealth Management
Garrett Investment Advisors
Adviser Investments
Myecfo
Jpmorgan Chase & Co
Envestnet Asset Management
O'rourke & Company
VanderPol Investments
Jane Street
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr