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Schwab Strategic Tr intrm trm shares owned by Bradley & Co. Private Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Bradley & Co. Private Wealth Management from 13F filings

Historical chart of Bradley & Co. Private Wealth Management 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 Bradley & Co. Private Wealth Management 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 Bradley & Co. Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $11k 216 49.72

More positions owned by Bradley & Co. Private Wealth Management

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Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
salesforce (CRM)
JPMorgan Chase & Co. (JPM)
American Express Company (AXP)
Tesla Motors (TSLA)
Vanguard Index Fds Total Stk Mkt (VTI)
Coca-Cola Company (KO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Starbucks Corporation (SBUX)

View all positions for Bradley & Co. Private Wealth Management

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo
CWM

View all funds holding Schwab Strategic Tr intrm trm