Capital Analysts »

Schwab Strategic Tr shares owned by Capital Analysts

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

Historical chart of Capital Analysts investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Capital Analysts

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.0k 140 28.57

More positions owned by Capital Analysts

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPIB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Core Msci Emkt (IEMG)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPHY)
Apple (AAPL)
Putnam Etf Trust Focused Lar Cap (PVAL)

View all positions for Capital Analysts

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