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Schwab Strategic Tr shares owned by Values Added Financial

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

Historical chart of Values Added Financial investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Values Added Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 49k 25.76

More positions owned by Values Added Financial

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust State Street Spd (SPLG)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Esg Eafe Etf (DMXF)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Series Trust State Street Spd (SPTM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

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