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Schwab Strategic Tr intrm trm shares owned by North Ridge Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by North Ridge Wealth Advisors from 13F filings

Historical chart of North Ridge Wealth Advisors 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 North Ridge Wealth Advisors 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 North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 29k 49.05
2023-12-31 $1.5M 29k 49.72
2023-09-30 $1.1M 23k 47.94
2023-06-30 $1.3M 26k 49.28
2023-03-31 $1.4M 27k 50.43