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Schwab Strategic Tr shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $685k 26k 26.73

More positions owned by Asset Allocation Strategies

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Global 100 Etf (IOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio S&p500 (SPYM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Charles Schwab Trust
Dahring | Cusmano
Strategic Financial Planning
Breakthru Advisory Services
L2 Asset Management
CLS Investments
Jones Financial Companies, L.L
Mfg Wealth Management
Mma Asset Management
JT Stratford
Elm3 Financial Group
Pensionmark Financial Group
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr