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Schwab Strategic Tr shares owned by CI Private Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr (SCUS) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 64k 25.20

More positions owned by CI Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for CI Private Wealth

Top funds holding Schwab Strategic Tr

Cambridge Investment Research Advisors
Kaizen Financial Strategies
Concurrent Investment Advisors
Integrity Advisory Solutions
Citadel Advisors
CI Private Wealth
Mariner Wealth Advisors
January Capital Advisors
WealthPlan Investment Management
Hummer Financial Advisory Services
Warren Averett Asset Management
Savvy Advisors
Jane Street
Coastwise Capital Group
Mainstream Capital Management

View all funds holding Schwab Strategic Tr