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Schwab Strategic Tr intrm trm shares owned by Claro Advisors

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

Historical chart of Claro Advisors 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 Claro Advisors 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $333k 13k 25.08
2025-06-30 $207k 8.3k 25.03
2025-03-31 $318k 13k 24.86
2024-12-31 $300k 12k 24.29
2024-09-30 $424k 8.4k 50.60
2024-06-30 $332k 6.8k 48.77
2023-12-31 $259k 5.2k 49.72

More positions owned by Claro Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)

View all positions for Claro Advisors

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Envestnet Asset Management
Pacific Sage Partners
State Street Corporation
Resonant Capital Advisors
Crane Advisory
Wealth Enhancement Advisory Services
HPM Partners

View all funds holding Schwab Strategic Tr intrm trm