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Schwab Strategic Tr shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 752 26.00

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)
Apple (AAPL)

View all positions for SHP Wealth Management

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Charles Schwab Trust
Jane Street
Dahring | Cusmano
Huntington Asset Advisors
Jones Financial Companies, L.L
Strategic Financial Planning
L2 Asset Management
CFG Wealth Management Services
Summit Financial
Principia Wealth Advisory
Mma Asset Management
Gts Securities
Harbour Investments

View all funds holding Schwab Strategic Tr