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Schwab Strategic Tr shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2k 46 25.67

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View all positions for SRS Capital Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Susquehanna International
Citadel Advisors
Jane Street
Mariner Wealth Advisors
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Hidden Cove Wealth Management
Chapin Davis
Cetera Investment Advisers
Creative Planning

View all funds holding Schwab Strategic Tr