Crane Advisory »

Schwab Strategic Tr intrm trm shares owned by Crane Advisory

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

Historical chart of Crane Advisory 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 Crane Advisory 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 Crane Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $45M 1.9M 24.25
2024-09-30 $49M 980k 49.82
2024-06-30 $48M 979k 48.94
2024-03-31 $73M 1.5M 48.75
2023-12-31 $23M 461k 49.37

More positions owned by Crane Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Crane Advisory

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Bank of America Corporation
Stifel Financial
Cornerstone Wealth Advisors
Pacific Sage Partners
Streettalk Advisors
Jane Street
Resonant Capital Advisors
Crane Advisory
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
State Street Corporation
West Coast Financial

View all funds holding Schwab Strategic Tr intrm trm