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Schwab Strategic Tr intrm trm shares owned by CrossGen Wealth

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

Historical chart of CrossGen Wealth 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 CrossGen Wealth 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 CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.2k 374 24.66

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Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)
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Valero Energy Corporation (VLO)
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JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
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Cisco Systems (CSCO)
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View all positions for CrossGen Wealth

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Sixth Street Partners Management Company
Royal Bank of Canada
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
LPL Financial
Pacific Sage Partners
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr intrm trm