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Schwab Strategic Tr intrm trm shares owned by Financial Counselors

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

Historical chart of Financial Counselors 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 Counselors 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 Financial Counselors

Quarter filed Position value Share count Share price at filing
2025-03-31 $22M 880k 24.86
2024-12-31 $21M 866k 24.29
2024-09-30 $20M 387k 50.60
2024-06-30 $9.5M 195k 48.77
2024-03-31 $1.7M 34k 49.05
2023-12-31 $19M 373k 49.72
2023-09-30 $21M 428k 47.94

More positions owned by Financial Counselors

Schwab Strategic Tr Eetf (SCHG)
Schwab Strategic Tr Eetf (SCHV)
Ishares Tr Eetf (IVV)
Vanguard Tax-managed Fds Ietf (VEA)
Vanguard Intl Equity Index F Ietf (VWO)
Vanguard Index Fds Eetf (VBR)
Ishares Ietf (IEMG)
Ishares Tr Eetf (IJR)
Vanguard Index Fds Aetf (VNQ)
Vanguard Index Fds Eetf (VOO)
Spdr S&p 500 Etf Tr Eetf (SPY)
Invesco Exchange Traded Fd T Eetf (RSP)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Eetf (MDY)
Invesco Qqq Tr Eetf (QQQ)

View all positions for Financial Counselors

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