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Schwab Strategic Tr intrm trm shares owned by Dock Street Asset Managment

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Dock Street Asset Managment from 13F filings

Historical chart of Dock Street Asset Managment 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 Dock Street Asset Managment 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 Dock Street Asset Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.1M 245k 25.08

More positions owned by Dock Street Asset Managment

NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Mastercard Incorporated Cl A (MA)
Meta Platforms Cl A (META)
Servicenow (NOW)
Booking Holdings (BKNG)
Oracle Corporation (ORCL)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Fair Isaac Corporation (FICO)

View all positions for Dock Street Asset Managment

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Envestnet Asset Management
Pacific Sage Partners
State Street Corporation
HPM Partners
Resonant Capital Advisors
Crane Advisory
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr intrm trm