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Schwab Strategic Tr intrm trm shares owned by Advisor OS

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

Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 9.8k 25.13
2025-06-30 $230k 9.2k 25.03
2020-06-30 $366k 6.2k 58.71

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Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Pacific Sage Partners
State Street Corporation
HPM Partners
Exchange Traded Concepts
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm