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Schwab Strategic Tr intrm trm shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services 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 Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 146k 25.09

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Broadcom (AVGO)
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World Gold Tr Spdr Gld Minis (GLDM)
Advanced Micro Devices (AMD)
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View all positions for Diversify Advisory Services

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