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Schwab Strategic Tr shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $91k 3.4k 26.42

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Steward Partners Investment Advisory

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