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Schwab Strategic Tr shares owned by Hoey Investments

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

Historical chart of Hoey Investments investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Hoey Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 1.6k 25.71
2025-06-30 $40k 1.6k 25.47

More positions owned by Hoey Investments

Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Meta Platforms Call Call Option (Principal) (META)
Microsoft Corporation (MSFT)
Palantir Technologies Call Call Option (Principal) (PLTR)
Apple (AAPL)
Broadcom Call Call Option (Principal) (AVGO)
Wells Fargo & Company (WFC)
Ge Aerospace Com New (GE)
JPMorgan Chase & Co. (JPM)
Goldman Sachs (GS)
Bank of America Corporation (BAC)
Morgan Stanley Com New (MS)
Uber Technologies (UBER)
Wal-Mart Stores (WMT)

View all positions for Hoey Investments

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