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Schwab Strategic Tr intrm trm shares owned by Certified Advisory Corp

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

Historical chart of Certified Advisory Corp investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by Certified Advisory Corp 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 Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $207k 4.1k 50.60
2021-03-31 $45k 801 56.18
2020-06-30 $22k 382 57.59
2020-03-31 $22k 380 57.89
2019-12-31 $0 9 0.00

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Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Schwab Strategic Tr Fundamental Intl (FNDF)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfli Intrmdit (SPTI)

View all positions for Certified Advisory Corp

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