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Schwab Strategic Tr shares owned by Facet Wealth

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

Historical chart of Facet Wealth investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Facet Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $298k 12k 25.42

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Facet Wealth

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