Schwab Strategic Tr shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $45k | 1.7k | 25.91 |
| 2025-12-31 | $50k | 1.9k | 26.43 |
| 2025-09-30 | $82k | 3.0k | 26.75 |
| 2025-06-30 | $90k | 3.4k | 26.36 |
| 2025-03-31 | $108k | 4.2k | 25.92 |
| 2024-12-31 | $147k | 5.6k | 26.19 |