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Schwab Strategic Tr shares owned by Sym Financial Corporation

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Sym Financial Corporation from 13F filings

Historical chart of Sym Financial Corporation investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2025-06-30 $35k 1.4k 25.47

More positions owned by Sym Financial Corporation

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dow (DOW)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Amazon (AMZN)

View all positions for Sym Financial Corporation

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Citadel Advisors
Goldman Sachs Group
LPL Financial
Susquehanna International
Lido Advisors
Chapman Financial Group
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Copperwynd Financial

View all funds holding Schwab Strategic Tr