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Schwab Strategic Tr shares owned by CacheTech

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

Historical chart of CacheTech investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by CacheTech

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8M 380k 25.71
2025-06-30 $9.0M 353k 25.47
2025-03-31 $13M 535k 23.56

More positions owned by CacheTech

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr Core S&p500 Etf (IVV)
Spinnaker Etf Series Select Stoxx Eur (EUAD)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Msci Sth Kor Etf (EWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Mortgage Backed (SMBS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Spdr Series Trust S&p Semicndctr (XSD)
Kraneshares Trust Quadrtc Int Rt (IVOL)

View all positions for CacheTech

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Citadel Advisors
Goldman Sachs Group
LPL Financial
Susquehanna International
Chapman Financial Group
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Copperwynd Financial
John W. Brooker & Co., CPAs

View all funds holding Schwab Strategic Tr