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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

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All positions including Schwab Strategic Tr intrm trm held by Addison 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 Addison Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Addison Advisors

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Addison Advisors

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm