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Schwab Strategic Tr shares owned by James Investment Research

Quarter-by-quarter ownership of Schwab Strategic Tr (SCUS) shares owned by James Investment Research from 13F filings

Historical chart of James Investment Research investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by James Investment Research consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by James Investment Research

Quarter filed Position value Share count Share price at filing
2025-12-31 $296k 12k 25.18

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View all positions for James Investment Research

Top funds holding Schwab Strategic Tr

Concurrent Investment Advisors
Goldman Sachs Group
Jane Street
Hummer Financial Advisory Services
Coastwise Capital Group
Mainstream Capital Management
Savvy Advisors
Sculati Wealth Management
Wealth Enhancement Advisory Services
James Investment Research
TD Waterhouse Canada
Anfield Capital Management
Golden State Wealth Management
AdvisorNet Financial
Costello Asset Management

View all funds holding Schwab Strategic Tr