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Schwab Strategic Tr intrm trm shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects 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 & Tax Architects 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 & Tax Architects

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 45k 50.60
2024-06-30 $2.2M 45k 48.77
2024-03-31 $2.2M 44k 49.05
2023-06-30 $2.8M 57k 49.28
2021-12-31 $1.6M 28k 56.14
2021-09-30 $1.8M 31k 56.71

More positions owned by Financial & Tax Architects

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)
Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
International Business Machines (IBM)
Wal-Mart Stores (WMT)
Lowe's Companies (LOW)
Abbvie (ABBV)

View all positions for Financial & Tax Architects

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