CLS Investments »

Schwab Strategic Tr intrm trm shares owned by CLS Investments

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

Historical chart of CLS Investments 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 CLS Investments 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 CLS Investments

Quarter filed Position value Share count Share price at filing
2022-12-31 $12M 236k 49.23
2022-09-30 $12M 238k 49.14
2022-06-30 $7.8M 152k 51.60
2022-03-31 $6.1M 115k 53.25

More positions owned by CLS Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Total (IXUS)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr S&p Divid Etf (SDY)

View all positions for CLS Investments

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Hilton Capital Management
Streettalk Advisors
Cornerstone Wealth Advisors
Madison Asset Management
Allspring Global Investments Holdings

View all funds holding Schwab Strategic Tr intrm trm