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Schwab Strategic Tr shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Diversify 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $420k 17k 25.16

More positions owned by Diversify Wealth Management

NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust St Str P500val (SPYV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Micron Technology (MU)

View all positions for Diversify Wealth Management

Top funds holding Schwab Strategic Tr

Toroso Investments
Jones Financial Companies, L.L
Cornerstone Enterprises
Charles Schwab Trust
Dahring | Cusmano
Huntington Asset Advisors
CFG Wealth Management Services
L2 Asset Management
Strategic Financial Planning
Principia Wealth Advisory
Summit Financial
Hidden Cove Wealth Management
Columbus Macro
Harbour Investments
Mma Asset Management

View all funds holding Schwab Strategic Tr