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Schwab Strategic Tr shares owned by Chapin Davis

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

Historical chart of Chapin Davis investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Chapin Davis

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 13k 25.71

More positions owned by Chapin Davis

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Western Digital (WDC)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Seagate Technology Hldngs Pl Ord Shs (STX)
Howmet Aerospace (HWM)
GBank Financial Holdings (GBFH)
Ge Vernova (GEV)
Chevron Corporation (CVX)

View all positions for Chapin Davis

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Citadel Advisors
Goldman Sachs Group
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Susquehanna International
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Schwab Strategic Tr