Sunbelt Securities »

Schwab Strategic Tr shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $744 29 25.66

More positions owned by Sunbelt Securities

Exxon Mobil Corp Stock (XOM)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Broadcom Stock (AVGO)
Ishares Gold Trust Etf (IAU)
Invesco Qqq Trust Series I Etf (QQQ)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core S&p 500 Etf Etf (IVV)
Bluerock Pvt Real Estate Cef (BPRE)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Amazon Stock (AMZN)
Innovator Defined Wealth Shield Etf Etf (BALT)
Schwab U.s. Large-cap Value Etf Etf (SCHV)

View all positions for Sunbelt Securities

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