Homrich Berg »

Schwab Strategic Tr intrm trm shares owned by Homrich Berg

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

Historical chart of Homrich Berg investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by Homrich Berg 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 Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.3M 24k 56.73
2021-06-30 $1.5M 26k 56.87
2021-03-31 $1.6M 29k 56.40
2020-12-31 $1.8M 31k 58.21

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

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
Intelligence Driven Advisers
Hilton Capital Management
Streettalk Advisors
Cornerstone Wealth Advisors
Madison Asset Management
Allspring Global Investments Holdings

View all funds holding Schwab Strategic Tr intrm trm