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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

Tip: Access up to 7 years of quarterly data

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 (IBTE)
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 Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo
CWM

View all funds holding Schwab Strategic Tr intrm trm