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Schwab Strategic Tr shares owned by Sightline Wealth Advisors

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

Historical chart of Sightline Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $219k 8.4k 26.16
2024-09-30 $218k 4.1k 53.50
2024-06-30 $207k 4.0k 51.62

More positions owned by Sightline Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)

View all positions for Sightline Wealth Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
L2 Asset Management
Charles Schwab Trust
Focus Financial Network
Jane Street
Capasso Planning Partners
Wedmont Private Capital
Cetera Investment Advisers
JT Stratford
Flow Traders US
Keystone Wealth Services
Goldman Sachs Group
Ausdal Financial Partners
TT Capital Management
L.m. Kohn & Company

View all funds holding Schwab Strategic Tr