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Schwab Strategic Tr shares owned by Union Bankshares

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

Historical chart of Union Bankshares investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Union Bankshares

Quarter filed Position value Share count Share price at filing
2026-03-31 $550k 22k 25.55

More positions owned by Union Bankshares

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc B Clb New (BRK.B)

View all positions for Union Bankshares

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