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Schwab Strategic Tr shares owned by Axis Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Axis Wealth Partners from 13F filings

Historical chart of Axis Wealth Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 7.7k 26.42

More positions owned by Axis Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Victory Portfolios Ii Core Intermediat (UITB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Axis Wealth Partners

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