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Schwab Strategic Tr intrm trm shares owned by Essential Partners

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

Historical chart of Essential Partners 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 Essential Partners 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 Essential Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 47k 24.91
2025-12-31 $1.1M 46k 25.08
2025-09-30 $1.1M 46k 25.13
2025-06-30 $1.5M 58k 25.03

More positions owned by Essential Partners

Sprott Gold Convert to Physical Cef (PHYS)
Comfort Sys Usa Stock (FIX)
Nvidia Corporation Stock (NVDA)
Schwab Fundamental Int'l Broad Etf (FNDF)
iShares S&P 500 Etf (IVV)
Schwab Fundamental U.S. Broad Etf (FNDB)
Vanguard Short-Term USTS Etf (VGSH)
General Mtrs Stock (GM)
Ge Aerospace Stock (GE)
Merck & Co Stock (MRK)
Technipfmc Stock (FTI)
Ge Vernova Stock (GEV)
Teradyne Stock (TER)
Incyte Corp Stock (INCY)
Pnc Finl Svcs Group Stock (PNC)

View all positions for Essential Partners

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Bank of America Corporation
Envestnet Asset Management
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Pacific Sage Partners
Resonant Capital Advisors
State Street Corporation
Crane Advisory
Streettalk Advisors
LPL Financial

View all funds holding Schwab Strategic Tr intrm trm