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Schwab Strategic Tr intrm trm shares owned by Hartland & Co

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

Historical chart of Hartland & Co 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 Hartland & Co 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 Hartland & Co

Quarter filed Position value Share count Share price at filing
2023-12-31 $25M 508k 49.72
2023-09-30 $11M 231k 47.94
2023-06-30 $11M 215k 49.28
2022-03-31 $2.0k 38 52.63
2020-12-31 $3.0k 60 50.00
2020-09-30 $4.0k 60 66.67
2020-06-30 $7.0k 114 61.40
2020-03-31 $7.0k 114 61.40

More positions owned by Hartland & Co

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Hartland & Co

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
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo
CWM

View all funds holding Schwab Strategic Tr intrm trm