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Schwab Strategic Tr intrm trm shares owned by Facet Wealth

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

Historical chart of Facet Wealth 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 Facet Wealth 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 Facet Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $557k 22k 24.91

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Msci Emrg Chn (EMXC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Facet Wealth

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