Caitlin John »

Schwab Strategic Tr intrm trm shares owned by Caitlin John

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

Historical chart of Caitlin John 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 Caitlin John consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr intrm trm by Caitlin John

Quarter filed Position value Share count Share price at filing
2025-09-30 $156k 6.2k 25.13
2024-12-31 $151k 6.2k 24.29
2024-06-30 $152k 3.1k 48.77
2024-03-31 $153k 3.1k 49.05

More positions owned by Caitlin John

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Vanguard Index Fds Large Cap Etf (VV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
NVIDIA Corporation (NVDA)
Ishares Msci Eurzone Etf (EZU)
Amphenol Corp Cl A (APH)
Ishares Silver Tr Ishares (SLV)
Apple (AAPL)
Vanguard Wellington Us Momentum (VFMO)

View all positions for Caitlin John

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