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Schwab Strategic Tr shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 50k 25.48

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

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