Schwab Strategic Tr shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $44k | 1.7k | 25.42 |
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