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Schwab Strategic Tr shares owned by Smith, Moore & Co.

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Smith, Moore & Co. from 13F filings

Historical chart of Smith, Moore & Co. investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Smith, Moore & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Smith, Moore & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 93k 25.61
2025-06-30 $1.1M 45k 25.18

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Ishares Tr &p 500 Val Etf (IVE)
Apple Om (AAPL)
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Spdr S&p 500 Etf Tr R Unit (SPY)
Spdr S&p Midcap 400 Etf Tr Tser1 S&pdcrp (MDY)
Ishares Tr Us 1000 Grw Etf (IWF)
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Tidal Trust I Undstrat Granny (GRNY)
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Nvidia Corporation Om (NVDA)
Invesco Qqq Tr Nit Ser 1 (QQQ)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Ishares Tr Ore S&p Mcp Etf (IJH)

View all positions for Smith, Moore & Co.

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jpmorgan Chase & Co
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Wealth Enhancement Advisory Services
Envestnet Asset Management
Garrett Investment Advisors
Jane Street
Beaird Harris Wealth Management
Old Mission Capital

View all funds holding Schwab Strategic Tr