Schwab Strategic Tr shares owned by Northeast Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Northeast Financial Group
from 13F filings
Historical chart of Northeast Financial Group investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Northeast Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by Northeast Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 40k | 25.76 |
| 2025-09-30 | $1.1M | 44k | 25.61 |
| 2025-06-30 | $1.3M | 52k | 25.18 |
| 2025-03-31 | $978k | 39k | 25.37 |
| 2024-12-31 | $1.7M | 65k | 25.68 |