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Schwab Strategic Tr shares owned by Financial Management Professionals

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

Historical chart of Financial Management Professionals investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Financial Management Professionals

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0k 115 25.68
2025-09-30 $3.0k 115 25.71
2025-06-30 $2.9k 115 25.47

More positions owned by Financial Management Professionals

Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)
Dimensional Intern Core EQT MKT ETF Etf (DFAI)
Schwab US Large Cap Growth ETF Etf (SCHG)
Schwab US Large Cap ETF Etf (SCHX)
John Hancock Multifctr Mid CP ETF Etf (JHMM)
Goldman Sachs Actvbt International Equity ETF Etf (GSIE)
iShares Russell 1000 ETF IV Etf (IWB)
Vanguard S&P 500 ETF Etf (VOO)
iShares MSCI USA Multifct ETF Etf (SMLF)
Vanguard Total Bond Market ETF Etf (BND)
iShares Core MSCI Emerging ETF Etf (IEMG)
Vanguard Value ETF Stock (VTV)
Vanguard Large Cap ETF Etf (VV)
SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ)
PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS)

View all positions for Financial Management Professionals

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