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Schwab Strategic Tr shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $766k 29k 26.42
2025-09-30 $761k 29k 26.73
2025-06-30 $743k 28k 26.54
2025-03-31 $739k 28k 26.11

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

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