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Schwab Strategic Tr intrm trm shares owned by eCIO

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

Historical chart of eCIO 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 eCIO 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 eCIO

Quarter filed Position value Share count Share price at filing
2025-09-30 $502k 20k 25.13
2025-06-30 $479k 19k 25.03
2025-03-31 $489k 20k 24.86

More positions owned by eCIO

Schwab S&P 500 Index Fund SWPPX (SWPPX)
iShares Core U.S. Aggregate Bond ETF Agg (AGG)
Schwab U.S. Dividend Equity ETF SCHD (SCHD)
Schwab International Equity ETF SCHF (SCHF)
Vanguard Short-Term Bond Index Fund ETF Shares BSV (BSV)
Schwab U.S. Mid-Cap Index Fund SWMCX (SWMCX)
iShares Core S&P Small-Cap ETF Ijr (IJR)
iShares MSCI USA ESG Select ETF Susa (SUSA)
iShares ESG Aware U.S. Aggregate Bond ETF Eagg (EAGG)
Schwab Treasury Obligation Scoxx (SCOXX)
Janus Henderson Aaa Clo Etf Jaaa (JAAA)
Cliffwater Corporate Len Ding I CCLFX (CCLFX)
iShares Core MSCI Emerging Markets ETF Iemg (IEMG)
iShares ESG MSCI USA Small-Cap ETF Esml (ESML)
Vanguard Instl Index Fd Vanguard 0 3 Month Treasury Bill Etf Vbil (VBIL)

View all positions for eCIO

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
Wealth Enhancement Advisory Services
Resonant Capital Advisors
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm