SEC 13F Intelligence

SCHWAB STRATEGIC TR

CUSIP 008524102

Schwab Strategic Tr has 1 institutional holders in Filings Flow’s 13F database, together reporting 17.7K shares worth $402,679 as of Q4 2024.

Institutional Holders
1
Q4 2024
Reported Value
$402,679
Ticker
unmapped
private placement or foreign
Quarters Tracked
1

Ownership Trend

Institutional holders
Q4 ’24: 1Q4 ’24filingsflow.com
Total reported value
Q4 ’24: $402,679Q4 ’24filingsflow.com

Holders

··
Manager% of PortfolioValueSharesQuarter
Heritage Wealth Partners, LLC$66M AUM0.51%$402,67917.7KQ4 2024

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.