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Schwab Strategic Tr shares owned by Roan Capital Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Roan Capital Partners from 13F filings

Historical chart of Roan Capital Partners investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Roan Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Roan Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $416k 16k 25.48

More positions owned by Roan Capital Partners

World Gold Tr Spdr Gld Minis (GLDM)
United Sts Oil Units (USO)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Series Trust State Street Spd (SMLV)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (BIL)
Fidelity Covington Trust Int Vl Fct Etf (FIVA)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (SPLB)
Spdr Series Trust State Street Spd (SLYG)
Ishares Tr Us Treas Bd Etf (GOVT)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)

View all positions for Roan Capital Partners

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Garrett Investment Advisors
Adviser Investments
Perigon Wealth Management
Mml Investors Services
Beaird Harris Wealth Management
Myecfo
Smith, Moore & Co.

View all funds holding Schwab Strategic Tr