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Schwab Strategic Tr shares owned by CGC Financial Services

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

Historical chart of CGC Financial Services investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by CGC Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $186k 7.3k 25.42

More positions owned by CGC Financial Services

Janus Henderson Aaa Clo Etf Etf (JAAA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Fidelity Enhanced International Etf Etf (FENI)
Ishares S&p 500 Growth Etf Etf (IVW)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Jpmorgan Active Bond Etf Etf (JBND)
Fidelity Hedged Equity Etf Etf (FHEQ)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)
Nuveen Esg Dividend Etf Etf (NUDV)
Apple Stock (AAPL)
Vanguard Esg International Stock Etf Etf (VSGX)
Ishares Esg Advanced Msci Usa Etf Etf (USXF)

View all positions for CGC Financial Services

Top funds holding Schwab Strategic Tr

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

View all funds holding Schwab Strategic Tr