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Schwab Strategic Tr intrm trm shares owned by Ieq Capital

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

Historical chart of Ieq Capital 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 Ieq Capital 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 Ieq Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.2M 170k 24.91
2024-12-31 $287k 12k 24.29
2024-09-30 $285k 5.6k 50.60
2024-06-30 $275k 5.6k 48.77
2023-09-30 $248k 5.2k 47.94
2023-06-30 $304k 6.2k 49.28
2023-03-31 $311k 6.2k 50.43
2022-12-31 $303k 6.2k 49.23

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Roblox Corp Cl A (RBLX)
NVIDIA Corporation (NVDA)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (BIL)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Crowdstrike Hldgs Cl A (CRWD)

View all positions for Ieq Capital

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