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Schwab Strategic Tr shares owned by Joseph P. Lucia & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Joseph P. Lucia & Associates from 13F filings

Historical chart of Joseph P. Lucia & Associates investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Joseph P. Lucia & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $508k 19k 26.73
2025-06-30 $491k 19k 26.54

More positions owned by Joseph P. Lucia & Associates

Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Select Sector Spdr Tr Technology (XLK)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Joseph P. Lucia & Associates

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