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Schwab Strategic Tr intrm trm shares owned by Hamilton Point Investment Advisors

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

Historical chart of Hamilton Point Investment Advisors 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 Hamilton Point Investment Advisors 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 Hamilton Point Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $27k 1.1k 24.91

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Berkshire Hathaway Inc Del Cl A (BRK.A)
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Emcor (EME)
Raytheon Technologies Corp (RTX)
Microsoft Corporation (MSFT)
American Express Company (AXP)
Ishares Gold Tr Ishares New (IAU)
TJX Companies (TJX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Deere & Company (DE)
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Eaton Corp SHS (ETN)
Johnson & Johnson (JNJ)

View all positions for Hamilton Point Investment Advisors

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