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Schwab Strategic Tr shares owned by Equitable Trust

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

Historical chart of Equitable Trust investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Equitable Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $252k 10k 25.18

More positions owned by Equitable Trust

Vanguard S&p 500 Etf idx (VOO)
iShares Gold Trust (IAU)
Alphabet Inc Class A cs (GOOGL)
Vanguard Value ETF (VTV)
Hca Holdings (HCA)
Perimeter Solutions (PRM)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Ishares Core Intl Stock Etf core (IXUS)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ)
Invesco Qqq Trust Series 1 (QQQ)
Shopify Inc cl a (SHOP)
Energy Select Sector SPDR (XLE)

View all positions for Equitable Trust

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
Warren Averett Asset Management
WealthPlan Investment Management
Hummer Financial Advisory Services
Savvy Advisors
Jane Street
Coastwise Capital Group
Mainstream Capital Management

View all funds holding Schwab Strategic Tr