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Asset Allocation Strategies »

Schwab Strategic Tr intrm trm shares owned by Asset Allocation Strategies

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

Historical chart of Asset Allocation Strategies 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 Asset Allocation Strategies 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 Asset Allocation Strategies

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$320k	13k	25.13
2025-06-30	$274k	11k	25.03
2024-12-31	$270k	11k	24.22

More positions owned by Asset Allocation Strategies

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Schwab Strategic Tr Us Aggregate B (SCHZ)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Ishares Tr Global 100 Etf (IOO)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Spdr Series Trust Portfolio S&p500 (SPYM)

Schwab Strategic Tr Fundamental Us L (FNDX)

Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)

Vanguard Whitehall Fds High Div Yld (VYM)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management

Royal Bank of Canada

Ameriprise Financial

Stifel Financial

Jpmorgan Chase & Co

Exchange Traded Concepts

Cornerstone Wealth Advisors

Moisand Fitzgerald Tamayo

Envestnet Asset Management

Pacific Sage Partners

State Street Corporation

Resonant Capital Advisors

Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr intrm trm

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