Wedmont Private Capital »

Schwab Strategic Tr shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private Capital investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 247k 51.61
2023-12-31 $13M 247k 52.58
2023-09-30 $5.5M 113k 49.19
2023-06-30 $6.0M 116k 51.74
2023-03-31 $5.4M 102k 52.50
2022-12-31 $3.4M 65k 51.86

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Amazon (AMZN)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Wedmont Private Capital

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Wedmont Private Capital
Pallas Capital Advisors
Beaird Harris Wealth Management
Bank of America Corporation
Myecfo
Garrett Investment Advisors
Adviser Investments
O'rourke & Company
VanderPol Investments
Captrust Financial Advisors
SageView Advisory Group
Bank of New York Mellon
Lindenwold Advisors

View all funds holding Schwab Strategic Tr