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Schwab Strategic Tr shares owned by Aspetuck Financial Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Aspetuck Financial Management from 13F filings

Historical chart of Aspetuck Financial Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Aspetuck Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $735k 29k 25.55

More positions owned by Aspetuck Financial Management

Nvidia Corporation Stock (NVDA)
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Core S&p Small Cap Etf Etf (IJR)
Lam Research Corp Stock (LRCX)
Microsoft Corp Stock (MSFT)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Broadcom Stock (AVGO)
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Jpmorgan Chase & Co Stock (JPM)
Rambus Inc Del Stock (RMBS)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Aspetuck Financial Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Goldman Sachs Group
Schwallier Wealth Management
Summit Financial
Susquehanna International
Citadel Advisors
Jane Street
Mercer Global Advisors
LPL Financial
Creative Planning
Aspetuck Financial Management
Bank of America Corporation
CoreCap Advisors

View all funds holding Schwab Strategic Tr