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Schwab Strategic Tr shares owned by Ancora Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Ancora Advisors from 13F filings

Historical chart of Ancora Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Ancora Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $92k 3.6k 25.68

More positions owned by Ancora Advisors

LKQ Corporation (LKQ)
Broadcom (AVGO)
Apple (AAPL)
Americold Rlty Tr (COLD)
Vanguard S&p 500 Etf Indx Fd (VOO)
Rb Global (RBA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Total U S Indx Fd (ITOT)
JPMorgan Chase & Co. (JPM)
Jp Morgan Ultra Short Income E Indx Fd (JPST)
Abbvie (ABBV)
Ishares Tr Core S&p500 Etf Indx Fd (IVV)
Eaton (ETN)
Johnson & Johnson (JNJ)
Alphabet Inc Class C cs (GOOG)

View all positions for Ancora Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Susquehanna International
Citadel Advisors
Jane Street
Mariner Wealth Advisors
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Hidden Cove Wealth Management
Chapin Davis
Cetera Investment Advisers
Creative Planning

View all funds holding Schwab Strategic Tr