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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
2024-03-31 $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)
Vanguard Index Fds Eetf (VO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Dimensional Etf Trust Eetf (DFAS)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Merck & Co (MRK)
Berkshire Hathaway (BRK.B)
UnitedHealth (UNH)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Alphabet Inc Class C cs (GOOG)

View all positions for Financial Counselors

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Hilton Capital Management
Streettalk Advisors
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management

View all funds holding Schwab Strategic Tr intrm trm