Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Private Wealth Management Group »

Schwab Strategic Tr intrm trm shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management 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 Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr intrm trm by Private Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$121k	2.5k	49.05
2023-12-31	$130k	2.6k	49.72

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Intl Small Cap V (DISV)

Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

Dimensional Etf Trust Us Equity Etf (DFUS)

Dimensional Etf Trust Global Real Est (DFGR)

Ishares Tr National Mun Etf (MUB)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Ishares Tr Shrt Nat Mun Etf (SUB)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory

Pacific Sage Partners

Wealth Enhancement Advisory Services

Intelligence Driven Advisers

Hilton Capital Management

Streettalk Advisors

Cornerstone Wealth Advisors

Madison Asset Management

Allspring Global Investments Holdings

View all funds holding Schwab Strategic Tr intrm trm

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z