David J.Sculati »

Schwab Strategic Tr intrm trm shares owned by David J.Sculati

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by David J.Sculati from 13F filings

Historical chart of David J.Sculati investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by David J.Sculati 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 David J.Sculati

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 407k 25.13
2025-06-30 $9.1M 363k 25.03
2025-03-31 $1.6M 64k 24.86

More positions owned by David J.Sculati

Berkshire Hathaway CL B (BRK.B)
Alphabet Stk Cl A (GOOGL)
Schwab Fundamental U.S. Large Fdt Us Lg (FNDX)
Goldman Sachs ActiveBeta Inter Activebeta Int (GSIE)
Microsoft Corporation (MSFT)
VanEck Vectors Investment Grade Floating Rate ETF Invt Grade Fltg (FLTR)
iShares Edge MSCI Min Vol USA Msci Min Vol Etf (USMV)
VanEck Vectors Gold Miners ETF Gold Miner Etf (GDX)
Meta Platforms Inc Class A Cl A (META)
Apple (AAPL)
Schwab Intermediate Treasury Int Trm Us Tres (SCHR)
iShares TIPS Bond ETF Tips Bd Etf (TIP)
JPMorgan Chase & Co. (JPM)
Marathon Petroleum Corp (MPC)
Goldman Sachs Etf Tr Just Us Lrg Cp Us Lrg Cp (JUST)

View all positions for David J.Sculati

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
HPM Partners
Exchange Traded Concepts
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm