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Schwab Strategic Tr shares owned by Plan

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

Historical chart of Plan investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Plan

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 8.0k 26.16

More positions owned by Plan

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for Plan

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Charles Schwab Trust
Dahring | Cusmano
Jones Financial Companies, L.L
Strategic Financial Planning
L2 Asset Management
Principia Wealth Advisory
Mma Asset Management
Gts Securities
Mfg Wealth Management
Summit Financial
Nelson, Van Denburg & Campbell Wealth Management
CLS Investments
Oasis Advisors

View all funds holding Schwab Strategic Tr