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Schwab Strategic Tr intrm trm shares owned by Day & Ennis

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

Historical chart of Day & Ennis investment in Schwab Strategic Tr intrm trm

Jan 2023Mar 2023May 2023Jul 2023Sep 2023Nov 2023Jan 20240.5M1M1.5M10k15k20k25k30k
Value ($)Share countHistorical SCHR position of Day & Ennis Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr intrm trm held by Day & Ennis 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 Day & Ennis

Quarter filed Position value Share count Share price at filing
2023-12-31 $463k 9.3k 49.72
2023-09-30 $447k 9.3k 47.94
2023-06-30 $820k 17k 49.28
2023-03-31 $873k 17k 50.43
2022-12-31 $1.6M 32k 49.23

More positions owned by Day & Ennis

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Ibonds 24 Trm Ts
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Eafe Grwth Etf (EFG)
Home Depot (HD)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for Day & Ennis

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Bank of America Corporation
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
State Street Corporation
Pacific Sage Partners
Madison Asset Management
Madison Investment Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Streettalk Advisors
Resonant Capital Advisors

View all funds holding Schwab Strategic Tr intrm trm