Financial Consulate »

Schwab Strategic Tr intrm trm shares owned by Financial Consulate

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

Historical chart of Financial Consulate 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 Financial Consulate consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr intrm trm by Financial Consulate

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 86k 25.13
2025-06-30 $2.2M 88k 25.03
2025-03-31 $2.2M 90k 24.86
2024-12-31 $2.3M 93k 24.29
2024-09-30 $2.4M 47k 50.60
2024-06-30 $2.3M 47k 48.77
2024-03-31 $2.3M 46k 49.05
2023-12-31 $2.3M 47k 49.72
2023-09-30 $2.3M 49k 47.94
2023-06-30 $2.5M 50k 49.28
2023-03-31 $2.5M 50k 50.43
2022-12-31 $7.1M 143k 49.23
2022-09-30 $7.9M 160k 49.14
2022-06-30 $7.9M 154k 51.60
2022-03-31 $8.3M 156k 53.25
2021-12-31 $10M 184k 56.14
2021-09-30 $10M 180k 56.71
2021-06-30 $10M 176k 56.87
2021-03-31 $9.6M 171k 56.41
2020-12-31 $8.7M 149k 58.22
2020-09-30 $8.4M 143k 58.68
2020-06-30 $8.0M 135k 58.78
2020-03-31 $8.6M 147k 58.78
2019-12-31 $9.0M 163k 54.93
2019-09-30 $8.3M 149k 55.56
2017-12-31 $378k 7.1k 53.32
2017-09-30 $373k 6.9k 53.86
2017-06-30 $394k 7.3k 53.92
2017-03-31 $4.1M 77k 53.61
2016-12-31 $5.3M 100k 53.35
2016-09-30 $6.5M 116k 55.56
2016-06-30 $6.4M 115k 55.97
2016-03-31 $6.4M 117k 55.23
2015-12-31 $6.4M 119k 53.60
2015-09-30 $8.3M 153k 54.50
2015-06-30 $8.6M 160k 53.61
2015-03-31 $8.7M 160k 54.36
2014-12-31 $14M 257k 53.60

More positions owned by Financial Consulate

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Intl High Profit (DIHP)
Schwab Strategic Tr Fundamental Us B (FNDB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Mccormick & Co Com Non Vtg (MKC)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Financial Consulate

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