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Schwab Strategic Tr shares owned by Moser Wealth Advisors

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

Historical chart of Moser Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Moser Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.6k 180 25.47

More positions owned by Moser Wealth Advisors

Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Mastercard Incorporated Cl A (MA)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Pfd And Incm Sec (PFF)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Vanguard World Health Car Etf (VHT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Index Fds Value Etf (VTV)

View all positions for Moser Wealth Advisors

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