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Schwab Strategic Tr shares owned by National Asset Management

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

Historical chart of National Asset Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by National Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $613k 12k 51.40
2024-03-31 $227k 4.6k 49.58
2023-12-31 $430k 8.2k 52.61
2023-09-30 $227k 4.6k 49.58

More positions owned by National Asset Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Procter & Gamble Company (PG)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Total Usd (IUSB)

View all positions for National Asset Management

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