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Schwab Strategic Tr intrm trm shares owned by Blake Schutter Theil Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Blake Schutter Theil Wealth Advisors from 13F filings

Historical chart of Blake Schutter Theil Wealth 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 Blake Schutter Theil Wealth 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 Blake Schutter Theil Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 99k 50.60

More positions owned by Blake Schutter Theil Wealth Advisors

Schwab Strategic Tr 1000 Index Etf (SCHK)
Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Oracle Corporation (ORCL)

View all positions for Blake Schutter Theil Wealth Advisors

Top funds holding Schwab Strategic Tr intrm trm

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

View all funds holding Schwab Strategic Tr intrm trm