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Schwab Strategic Tr shares owned by Parallel Advisors

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

Historical chart of Parallel Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Parallel Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $740 29 25.55
2025-06-30 $306 12 25.50

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View all positions for Parallel Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Goldman Sachs Group
Schwallier Wealth Management
Summit Financial
Susquehanna International
Citadel Advisors
Jane Street
Mercer Global Advisors
LPL Financial
Creative Planning
Aspetuck Financial Management
Bank of America Corporation
CoreCap Advisors

View all funds holding Schwab Strategic Tr