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Schwab Strategic Tr intrm trm shares owned by Fragasso

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

Historical chart of Fragasso 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 Fragasso 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 Fragasso

Quarter filed Position value Share count Share price at filing
2026-06-30 $288k 12k 24.66

More positions owned by Fragasso

iShares S&P 500 Index (IVV)
Fidelity Covington Trust (FELC)
Sch Us Mid-cap Etf etf (SCHM)
Fidelity Covington Trust (FENI)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Harbor Etf Trust (INFO)
Pimco (PYLD)
Apple (AAPL)
Vanguard S&p 500 Etf idx (VOO)
American Centy Etf Tr avantis emgmkt (AVEM)
Janus Detroit Str Tr (JAAA)
SPDR DJ Wilshire Large Cap (SPYM)
SPDR DJ Wilshire Small Cap Value (SLYV)
Hartford Fds Exchange Trade total rtrn etf (HTRB)
NVIDIA Corporation (NVDA)

View all positions for Fragasso

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Bank of America Corporation
Envestnet Asset Management
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Pacific Sage Partners
Resonant Capital Advisors
State Street Corporation
Crane Advisory
Streettalk Advisors
LPL Financial

View all funds holding Schwab Strategic Tr intrm trm