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Schwab Strategic Tr intrm trm shares owned by KERR FINANCIAL PLANNING Corp

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by KERR FINANCIAL PLANNING Corp from 13F filings

Historical chart of KERR FINANCIAL PLANNING Corp 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 KERR FINANCIAL PLANNING Corp 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 KERR FINANCIAL PLANNING Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $41k 1.6k 25.12

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Top funds holding Schwab Strategic Tr intrm trm

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

View all funds holding Schwab Strategic Tr intrm trm