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Schwab Strategic Tr shares owned by Mosley Wealth Management

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

Historical chart of Mosley Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Mosley Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $25k 964 25.42

More positions owned by Mosley Wealth Management

Peakshares Sector Rotation Etf Etf (PSTR)
Schwab Fundamental International Equity Etf Etf (FNDF)
Vanguard Mega Cap Etf Etf (MGC)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Vanguard Growth Etf Etf (VUG)
Vanguard Health Care Etf Etf (VHT)
Vanguard Financials Etf Etf (VFH)
Apple Stock (AAPL)
Fidelity Momentum Factor Etf Etf (FDMO)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Consumer Staples Etf Etf (VDC)
Vanguard Small Cap Value Etf Etf (VBR)
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)
Ishares Msci Emerging Markets Etf Etf (EEM)
Ishares Tips Bond Etf Etf (TIP)

View all positions for Mosley Wealth Management

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