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Schwab Strategic Tr schwb fdt int sc shares owned by Alera Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Alera Investment Advisors from 13F filings

Historical chart of Alera Investment Advisors investment in Schwab Strategic Tr schwb fdt int sc

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwb fdt int sc held by Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $601k 17k 34.86
2023-09-30 $554k 17k 32.14
2023-06-30 $572k 17k 33.19
2023-03-31 $571k 17k 33.13
2022-12-31 $539k 17k 31.26
2022-06-30 $567k 19k 30.43

More positions owned by Alera Investment Advisors

Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares National Muni Bond Etf Etf (MUB)
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)
Ishares Tips Bond Etf Etf (TIP)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 2000 Etf Etf (IWM)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)
Ishares S&p 500 Value Etf Etf (IVE)

View all positions for Alera Investment Advisors

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Advisory
Jane Street
Victory Capital Management
Citadel Advisors
GHP Investment Advisors
Clarius
Mercer Global Advisors
Lincoln National
United Capital Financial Advisers
Prairiewood Capital
Geneos Wealth Management
UBS Group
Dynamic Advisors Solutions
Collective Family Office
Cherry Tree Wealth Management

View all funds holding Schwab Strategic Tr schwb fdt int sc