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Schwab Strategic Tr shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 58k 25.48

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View all positions for NewEdge Wealth

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Bank of America Corporation
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jane Street
Pallas Capital Advisors
United Capital Financial Advisers
Fort Point Capital Partners
Creative Planning
Envestnet Asset Management
Wedmont Private Capital
Quantinno Capital Management
Mml Investors Services
Garrett Investment Advisors

View all funds holding Schwab Strategic Tr