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Schwab Strategic Tr intrm trm shares owned by Holcombe Financial

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

Historical chart of Holcombe Financial 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 Holcombe Financial 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 Holcombe Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 479k 25.08
2025-09-30 $12M 464k 25.13
2025-06-30 $11M 453k 25.03

More positions owned by Holcombe Financial

Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Listed Fds Tr Overlay Shares (OVLH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Doubleline Etf Trust Opportunistic Co (DBND)
Listed Fds Tr Overlay Shs Shrt (OVT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Doubleline Etf Trust Commercial Real (DCRE)
Flexshares Tr Intl Qltdv Idx (IQDF)
Simplify Exchange Traded Fun Simplify Interst (PFIX)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Holcombe Financial

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Envestnet Asset Management
Pacific Sage Partners
State Street Corporation
HPM Partners
Crane Advisory
Wealth Enhancement Advisory Services
Resonant Capital Advisors

View all funds holding Schwab Strategic Tr intrm trm