National Asset Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by National Asset Management

Quarter filed Position value Share count Share price at filing
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)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Home Depot (HD)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for National Asset Management

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