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Schwab Strategic Tr shares owned by Trust

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

Historical chart of Trust investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $18k 681 25.76

More positions owned by Trust

Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)
Schwab Fundamental International Equity Etf Etf (FNDF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Mid-cap Value Etf Etf (VOE)
Ishares Russell 1000 Etf Etf (IWB)
Vanguard Mid-cap Growth Etf Etf (VOT)
Jpmorgan Active Growth Etf Etf (JGRO)
Ishares National Muni Bond Etf Etf (MUB)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)

View all positions for Trust

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