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Schwab Strategic Tr intrm trm shares owned by Advocate Group

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Advocate Group from 13F filings

Historical chart of Advocate Group investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Advocate Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Advocate Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 100k 49.05
2023-12-31 $3.7M 74k 49.72
2023-09-30 $1.4M 28k 47.94
2023-06-30 $1.2M 25k 49.28

More positions owned by Advocate Group

General Mills (GIS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Abbvie (ABBV)
International Business Machines (IBM)
Vanguard Index Fds Large Cap Etf (VV)
Microsoft Corporation (MSFT)
Target Corporation (TGT)
Merck & Co (MRK)
Cisco Systems (CSCO)
Chevron Corporation (CVX)
Verizon Communications (VZ)
United Parcel Service CL B (UPS)
Apple (AAPL)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)

View all positions for Advocate Group

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Crane Advisory
Jpmorgan Chase & Co
Creative Planning
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Streettalk Advisors
Cornerstone Wealth Advisors
Madison Asset Management
Envestnet Asset Management

View all funds holding Schwab Strategic Tr intrm trm