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Schwab Strategic Tr shares owned by Savvy Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Savvy Advisors from 13F filings

Historical chart of Savvy Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Savvy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Savvy Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $311k 12k 25.48
2025-03-31 $869k 34k 25.37
2024-12-31 $880k 34k 25.68
2024-09-30 $900k 17k 52.53
2024-06-30 $881k 17k 51.40

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View all positions for Savvy Advisors

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