SCMB β€” SCHWAB STRATEGIC TR

Ownership history in Rockefeller Capital Management L.P.  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Rockefeller Capital Management L.P. reported a position in SCHWAB STRATEGIC TR (SCMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    SCMB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 523 β€” β€” 0.00% $13K $25.17

🏒 Other funds also holding SCMB

As of 2025 Q4 β€” sorted by position size

Fort Point Capital Partners LLC 3Y 7Y 2.22% MYECFO, LLC 1.89% Charles Schwab Trust Co 3Y 1.55% Avidian Wealth Enterprises, LLC 3Y 7Y 1.41% Torrey Growth & Income Advisors 1.01% PURE PORTFOLIOS HOLDINGS LLC 0.95% Pallas Capital Advisors LLC 3Y 0.76% O'ROURKE & COMPANY, Inc 3Y 0.74% Breakwater Investment Management 0.63% Investment Planning Advisors, Inc. 0.62%
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