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Schwab Strategic Tr intrm trm shares owned by GenTrust

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

Historical chart of GenTrust 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 GenTrust 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 GenTrust

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 8.2k 25.13
2025-06-30 $204k 8.2k 25.03
2025-03-31 $203k 8.2k 24.86
2024-03-31 $10M 206k 49.05
2023-12-31 $10M 207k 49.72

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Global X Fds Global X Uranium (URA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Euro (IEUR)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)

View all positions for GenTrust

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
Wealth Enhancement Advisory Services
Resonant Capital Advisors
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm