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Schwab Strategic Tr intrm trm shares owned by Burns Wealth Management

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

Historical chart of Burns 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 Burns 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 154k 50.60
2024-06-30 $6.8M 139k 48.77
2024-03-31 $6.0M 122k 49.05
2023-09-30 $261k 5.4k 47.94

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Burns Wealth Management

Top funds holding Schwab Strategic Tr intrm trm

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

View all funds holding Schwab Strategic Tr intrm trm