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Schwab Strategic Tr intrm trm shares owned by Attessa Capital

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

Historical chart of Attessa Capital 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 Attessa Capital 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 Attessa Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 398k 25.15
2025-06-30 $9.4M 375k 25.07
2025-03-31 $7.6M 304k 24.86
2024-12-31 $7.2M 297k 24.29

More positions owned by Attessa Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)

View all positions for Attessa Capital

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