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Schwab Strategic Tr shares owned by Breakthru Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Breakthru Advisory Services from 13F filings

Historical chart of Breakthru Advisory Services investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Breakthru Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Breakthru Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.1M 229k 26.42
2025-09-30 $5.4M 203k 26.73

More positions owned by Breakthru Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (XAR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr High Yield Bd Et (SCYB)
Etf Ser Solutions Defiance Quantum (QTUM)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Schwab Strategic Tr Crypto Thematic (STCE)

View all positions for Breakthru Advisory Services

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Charles Schwab Trust
Dahring | Cusmano
Jones Financial Companies, L.L
Strategic Financial Planning
Breakthru Advisory Services
L2 Asset Management
Principia Wealth Advisory
Gts Securities
Summit Financial
CLS Investments
Mfg Wealth Management
JT Stratford
Harbour Investments

View all funds holding Schwab Strategic Tr