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Schwab Strategic Tr shares owned by Transce3nd

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Transce3nd from 13F filings

Historical chart of Transce3nd investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Transce3nd consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Transce3nd

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.0k 150 26.54
2025-03-31 $7.6k 293 26.11
2024-12-31 $3.9k 150 26.16

More positions owned by Transce3nd

Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Weitz Core Plus Income Fund Inst'l Class M (WCPBX)
Cibus C (CBUS)
Vanguard Federal Money Mkt Fund Investor Class MM (VMFXX)
Fullerthaler Behavioral Small-mid Core Equity Fd Inst'l Class M (FTSIX)
Vanguard Total Stock Market Vipers Etf (VTI)
St Spdr S&p Wld Xus Etf (SPDW)
Regan Capital Total Return Income Fund Institutional Class M (RCIRX)
Aqr Long-short Equity Fund Class I M (QLEIX)
River Canyon Total Return Bond Fund Inst'l Class M (RCTIX)
Oakmark Oakmark Fund Inst'l Class M (OANMX)
Blackrock Systematic Multi Strategy Fund Inst'l Class M (BIMBX)
Eaton Vance Global Macro Abs Ret Adv Fund Class I M (EGRIX)
J P Morgan Exchange-traded Etf (JEPI)

View all positions for Transce3nd

Top funds holding Schwab Strategic Tr

Toroso Investments
Charles Schwab Trust
Dahring | Cusmano
Strategic Financial Planning
L2 Asset Management
Empowered Funds
Breakthru Advisory Services
CLS Investments
Jones Financial Companies, L.L
Mfg Wealth Management
Mma Asset Management
JT Stratford
Pensionmark Financial Group
Cetera Investment Advisers
Buckingham Strategic Partners

View all funds holding Schwab Strategic Tr