Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Clarity Wealth Development »

Schwab Strategic Tr intrm trm shares owned by Clarity Wealth Development

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

Historical chart of Clarity Wealth Development 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 Clarity Wealth Development consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr intrm trm by Clarity Wealth Development

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$8.8M	347k	25.30
2025-06-30	$8.3M	333k	25.03
2025-03-31	$7.8M	310k	25.10
2024-12-31	$6.7M	273k	24.41

More positions owned by Clarity Wealth Development

Vanguard Index Fds Total Stk Mkt (VTI)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Schwab Strategic Tr Int-trm U.s Tres (SCHR)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Intl Small Cap V (DISV)

Nushares Etf Tr Nuveen Esg Intl (NUDM)

Dimensional Etf Trust Global Real Est (DFGR)

Nushares Etf Tr Nuveen Esg Smlcp (NUSC)

Ishares Tr Esg Awre 1 5 Yr (SUSB)

Nushares Etf Tr Nuveen Esg Emrgn (NUEM)

Microsoft Corporation (MSFT)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

Spdr Series Trust Portfli Intrmdit (SPTI)

View all positions for Clarity Wealth Development

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

Exchange Traded Concepts

Resonant Capital Advisors

Wealth Enhancement Advisory Services

Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z