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Schwab Strategic Tr shares owned by Wealth Forward

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

Historical chart of Wealth Forward investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Wealth Forward

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.6M 63k 25.24

More positions owned by Wealth Forward

Schwab Strategic Tr Fundamental Us S (FNDA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr S&p 100 Etf (OEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Ishares Tr Morningstr Us Eq
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Schwab Strategic Tr Fundamental Intl (FNDC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core 60 Bala Etf (AOR)

View all positions for Wealth Forward

Top funds holding Schwab Strategic Tr

Toroso Investments
Jones Financial Companies, L.L
Cornerstone Enterprises
Charles Schwab Trust
Dahring | Cusmano
Huntington Asset Advisors
CFG Wealth Management Services
L2 Asset Management
Strategic Financial Planning
Principia Wealth Advisory
Summit Financial
Hidden Cove Wealth Management
Columbus Macro
Harbour Investments
Mma Asset Management

View all funds holding Schwab Strategic Tr