SCYB — SCHWAB STRATEGIC TR

Ownership history in Windsor Advisory Group, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Windsor Advisory Group, LLC reported a position in SCHWAB STRATEGIC TR (SCYB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.51% (2025 Q4)
Avg. % of fund
0.27%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 21,763 +21,197 +3745.1% 0.51% $575K $26.12
2024 Q4 INITIATED 566 — — 0.02% $15K $24.11
% of Fund (quarterly)    SCYB price (monthly, adj. close)

Other funds also holding SCYB

As of 2025 Q4 — sorted by position size

DAHRING | CUSMANO LLC 5.94% Strategic Financial Planning, Inc. 3Y 3.57% L2 Asset Management, LLC 3Y 0.81% Charles Schwab Trust Co 3Y 0.76% Solutions 4 Wealth, Ltd 0.53% FF Advisors,LLC 0.51% OMNI 360 Wealth, Inc. 0.36% Clearview Wealth Advisors LLC 3Y 0.3% JT Stratford LLC 3Y 7Y 0.3% Joseph P. Lucia & Associates, LLC 3Y 0.24%
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