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Schwab Strategic Tr shares owned by WealthBridge Capital Management

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

Historical chart of WealthBridge Capital Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $473k 18k 26.73
2025-06-30 $459k 17k 26.54
2025-03-31 $356k 14k 26.11
2024-12-31 $266k 10k 26.16
2024-09-30 $227k 4.2k 53.50

More positions owned by WealthBridge Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for WealthBridge Capital Management

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