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Schwab Strategic Tr intrm trm shares owned by J.E. Simmons & Co., P.C.

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by J.E. Simmons & Co., P.C. from 13F filings

Historical chart of J.E. Simmons & Co., P.C. investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by J.E. Simmons & Co., P.C. 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 J.E. Simmons & Co., P.C.

Quarter filed Position value Share count Share price at filing
2026-03-31 $397k 16k 24.91

More positions owned by J.E. Simmons & Co., P.C.

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Electromed (ELMD)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Matthews Asia Fds Asia Innov Activ (MINV)

View all positions for J.E. Simmons & Co., P.C.

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Ameriprise Financial
Stifel Financial
Envestnet Asset Management
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Pacific Sage Partners
Resonant Capital Advisors
State Street Corporation
Crane Advisory
HPM Partners
Streettalk Advisors
LPL Financial
Hartland & Co

View all funds holding Schwab Strategic Tr intrm trm