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Schwab Strategic Tr shares owned by Elm3 Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Elm3 Financial Group from 13F filings

Historical chart of Elm3 Financial Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Elm3 Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Elm3 Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 64k 26.42

More positions owned by Elm3 Financial Group

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PIMCO Corporate Opportunity Fund (PTY)
Pimco Dynamic Income SHS (PDI)
Home Depot (HD)

View all positions for Elm3 Financial Group

Top funds holding Schwab Strategic Tr

Toroso Investments
Charles Schwab Trust
Dahring | Cusmano
Breakthru Advisory Services
Strategic Financial Planning
L2 Asset Management
Empowered Funds
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