Pasadena Private Wealth »

Schwab Strategic Tr shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Pasadena Private Wealth 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 Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $847k 33k 25.48

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Agf Invts Tr Us Market Netrl (BTAL)
Bluerock Pvt Real Estate (BPRE)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Fidelity Covington Trust Enhanced Intl (FENI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Simplify Exchange Traded Fun Managed Futures (CTA)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)
Flexshares Tr Mornstar Upstr (GUNR)
Tcw Etf Trust Flexible Income (FLXR)

View all positions for Pasadena Private 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