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Schwab Strategic Tr shares owned by West Paces Advisors

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

Historical chart of West Paces Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by West Paces Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $169k 6.6k 25.61
2025-06-30 $167k 6.6k 25.18
2025-03-31 $268k 11k 25.37
2024-12-31 $454k 18k 25.68

More positions owned by West Paces Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Flexshares Tr Iboxx 3r Targt (TDTT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Avantis Us Small (AVSC)
Coca-Cola Company (KO)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Russell 3000 Etf (IWV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for West Paces Advisors

Top funds holding Schwab Strategic Tr

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

View all funds holding Schwab Strategic Tr