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Schwab Strategic Tr shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Schwallier 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 Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.5M 176k 25.55

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPTL)
Schwab Strategic Tr Mortgage Backed (SMBS)
Dimensional Etf Trust Dimensional Inte (DFGX)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Spdr Index Shs Fds State Street Spd (SPEM)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Spdr Series Trust State Street Spd (SPYM)
Wisdomtree Tr Wsdm Emktbd Fd (EMCB)

View all positions for Schwallier Wealth Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Schwallier Wealth Management
Summit Financial
Susquehanna International
Citadel Advisors
Jane Street
LPL Financial
Mariner Wealth Advisors
Aspetuck Financial Management
CoreCap Advisors
CliftonLarsonAllen Wealth Advisors
Chapman Financial Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr