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Schwab Strategic Tr shares owned by Hrt Financial

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

Historical chart of Hrt Financial investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $223k 8.7k 25.64

More positions owned by Hrt Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Apple (AAPL)
Apple Put
NVIDIA Corporation (NVDA)
Meta Platforms Call
Wal-Mart Stores (WMT)
Meta Platforms Put
Nvidia Corporation Put
Amazon (AMZN)
Apple Call
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Hrt Financial

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