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Schwab Strategic Tr intrm trm shares owned by BlueSky Wealth Advisors

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

Historical chart of BlueSky 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 BlueSky 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 BlueSky Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 58k 24.91

More positions owned by BlueSky Wealth Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)

View all positions for BlueSky Wealth Advisors

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Bank of America Corporation
Envestnet Asset Management
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Pacific Sage Partners
Resonant Capital Advisors
State Street Corporation
Crane Advisory
Streettalk Advisors
LPL Financial

View all funds holding Schwab Strategic Tr intrm trm