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Schwab Strategic Tr shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $509k 19k 26.73
2025-06-30 $273k 10k 26.54
2025-03-31 $251k 9.6k 26.11

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding Schwab Strategic Tr

Toroso Investments
Charles Schwab Trust
Dahring | Cusmano
Strategic Financial Planning
L2 Asset Management
Empowered Funds
Breakthru Advisory Services
CLS Investments
Jones Financial Companies, L.L
Mfg Wealth Management
Mma Asset Management
JT Stratford
Pensionmark Financial Group
Cetera Investment Advisers
Buckingham Strategic Partners

View all funds holding Schwab Strategic Tr