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Schwab Strategic Tr shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.1k 239 25.42

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Val Etf (IVE)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr St Str Real Etf (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Sixth Street Partners Management Company
CacheTech
Adams Wealth Management
Schwallier Wealth Management
Citadel Advisors
Summit Financial
Jpmorgan Chase & Co
Goldman Sachs Group
Susquehanna International
Jane Street
Aspetuck Financial Management
LPL Financial
CliftonLarsonAllen Wealth Advisors
Mercer Global Advisors

View all funds holding Schwab Strategic Tr