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Schwab Strategic Tr shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $39k 1.5k 26.43
2025-06-30 $34k 1.3k 26.53

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Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
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American Centy Etf Tr Us Large Cap Vlu (AVLV)
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Microsoft Corporation (MSFT)

View all positions for SRS Capital Advisors

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Charles Schwab Trust
Dahring | Cusmano
Jones Financial Companies, L.L
Strategic Financial Planning
Breakthru Advisory Services
L2 Asset Management
Principia Wealth Advisory
Gts Securities
Summit Financial
CLS Investments
Mfg Wealth Management
JT Stratford
Harbour Investments

View all funds holding Schwab Strategic Tr