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Schwab Strategic Tr shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 8.6k 26.18

More positions owned by Wellspring Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Unit (AAAU)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ishares Semicdtr (SOXX)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Select Sector Spdr Tr St Str Care Etf (XLV)
Ishares Tr Us Infrastruc (IFRA)
Ishares Tr Rus 1000 Grw Etf (IWF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Wellspring Financial Advisors

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Jones Financial Companies, L.L
Charles Schwab Trust
Dahring | Cusmano
Huntington Asset Advisors
L2 Asset Management
Strategic Financial Planning
CFG Wealth Management Services
Principia Wealth Advisory
Summit Financial
Harbour Investments
Mma Asset Management
Mfg Wealth Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr