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Schwab Strategic Tr shares owned by Cetera Investment Advisers

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

Historical chart of Cetera Investment Advisers investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $326k 13k 25.67

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Cetera Investment Advisers

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