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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
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

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Eetf (VO)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Dimensional Etf Trust Eetf (DFAS)
JPMorgan Chase & Co. (JPM)
Ishares Tr Fetf (GVI)
Broadcom (AVGO)
Abbvie (ABBV)
UnitedHealth (UNH)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Merck & Co (MRK)

View all positions for Financial Counselors

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm