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Schwab Strategic Tr shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $364k 14k 26.00

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Kinder Morgan (KMI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Wealth Management Associates

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Charles Schwab Trust
Jane Street
Dahring | Cusmano
Huntington Asset Advisors
Jones Financial Companies, L.L
Strategic Financial Planning
L2 Asset Management
CFG Wealth Management Services
Summit Financial
Principia Wealth Advisory
Mma Asset Management
Gts Securities
Harbour Investments

View all funds holding Schwab Strategic Tr