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Schwab Strategic Tr intrm trm shares owned by West Paces Advisors

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

Historical chart of West Paces 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 West Paces 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 West Paces Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $423k 8.6k 49.05
2023-12-31 $441k 8.9k 49.72
2022-09-30 $2.2k 44 49.25
2021-09-30 $14k 244 56.71
2021-06-30 $14k 244 56.87

More positions owned by West Paces Advisors

Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard S&p 500 Etf Etf (VOO)
FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF Etf (TDTT)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core Msci Eafe Etf Etf (IEFA)
Coca Cola Stock (KO)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab International Small-cap Equity Etf Etf (SCHC)
Ishares Msci Acwi Etf Etf (ACWI)
Home Depot Stock (HD)
Vanguard Total Stock Market Etf Etf (VTI)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Apple Stock (AAPL)

View all positions for West Paces Advisors

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane 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