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Schwab Strategic Tr shares owned by Orin Green Financial

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

Historical chart of Orin Green Financial investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Orin Green Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 11k 25.71

More positions owned by Orin Green Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Calif Mun Bd Etf (CMF)
Qualcomm (QCOM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Orin Green Financial

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