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Schwab Strategic Tr shares owned by Paul Damon & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Paul Damon & Associates from 13F filings

Historical chart of Paul Damon & Associates investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Paul Damon & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Paul Damon & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $468k 8.9k 52.53
2024-06-30 $361k 7.0k 51.40
2024-03-31 $314k 6.0k 52.05

More positions owned by Paul Damon & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
First Tr Value Line Divid In SHS (FVD)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core S&p Us Vlu (IUSV)
Microsoft Corporation (MSFT)

View all positions for Paul Damon & Associates

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