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Schwab Strategic Tr shares owned by WealthCollab

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

Historical chart of WealthCollab investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by WealthCollab

Quarter filed Position value Share count Share price at filing
2025-12-31 $83k 3.2k 25.68

More positions owned by WealthCollab

Ssr Mining (SSRM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for WealthCollab

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