Walser Wealth Management Company, A Ltd Liability »

Schwab Strategic Tr shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Walser Wealth Management Company, A Ltd Liability consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2026-06-30 $464k 18k 26.18

More positions owned by Walser Wealth Management Company, A Ltd Liability

Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Sprott Asset Management Physical Gold Tr (PHYS)
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Cameco Corporation (CCJ)
Ishares Tr 0-3 Mth Treasury (SGOV)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Freeport Mcmoran CL B (FCX)
NVIDIA Corporation (NVDA)
Sprott Com New (SII)
Gold Fields Sponsored Adr (GFI)
Ishares Tr Ibon 2026 Te Etf (IBHF)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Sprott Asset Management Physical Silver (PSLV)

View all positions for Walser Wealth Management Company, A Ltd Liability

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