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Schwab Strategic Tr shares owned by Sculati Wealth Management

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

Historical chart of Sculati Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Sculati Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $350k 14k 25.20
2025-12-31 $363k 14k 25.18
2025-09-30 $396k 16k 25.25
2025-06-30 $716k 28k 25.19
2025-03-31 $1.1M 42k 25.19
2024-12-31 $1.7M 67k 25.12
2024-09-30 $1.3M 51k 25.25