Schwab Strategic Tr intrm trm shares owned by Addison Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison 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 Addison Advisors 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 Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 132k | 25.13 |
| 2025-06-30 | $3.3M | 131k | 25.03 |
| 2025-03-31 | $3.5M | 139k | 24.86 |
| 2024-12-31 | $3.1M | 127k | 24.29 |
| 2024-09-30 | $2.2M | 44k | 50.60 |
| 2024-06-30 | $2.2M | 45k | 48.77 |
| 2024-03-31 | $1.7M | 35k | 49.05 |
| 2023-12-31 | $1.2M | 23k | 49.72 |
| 2023-09-30 | $470k | 9.8k | 47.94 |
| 2023-06-30 | $147 | 3 | 49.33 |
| 2023-03-31 | $453 | 9 | 50.44 |
| 2022-12-31 | $442 | 9 | 49.22 |
Top funds holding Schwab Strategic Tr intrm trm
View all funds holding Schwab Strategic Tr intrm trm