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Schwab Strategic Tr intrm trm shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by Kingsview Wealth Management 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 142k 50.60
2024-06-30 $8.5M 175k 48.77
2024-03-31 $8.7M 178k 49.05
2023-12-31 $9.0M 180k 49.72
2023-09-30 $9.8M 204k 47.94
2023-06-30 $10M 209k 49.28
2023-03-31 $11M 215k 50.43
2022-12-31 $11M 225k 49.23
2022-09-30 $11M 231k 49.14
2022-06-30 $13M 245k 51.60
2022-03-31 $13M 238k 53.25
2021-12-31 $15M 273k 56.14
2021-09-30 $16M 273k 56.71
2021-06-30 $14M 245k 56.78
2021-03-31 $15M 268k 56.46
2020-12-31 $9.5M 163k 58.22
2020-09-30 $10M 173k 58.68
2020-06-30 $7.7M 131k 58.78
2020-03-31 $7.2M 122k 58.78
2019-12-31 $1.2M 22k 53.33
2019-09-30 $4.4M 79k 55.56
2019-06-30 $3.4M 62k 54.97
2019-03-31 $2.7M 51k 53.78
2018-12-31 $2.3M 44k 52.95
2018-09-30 $1.8M 34k 51.78
2018-06-30 $1.5M 29k 52.32
2018-03-31 $1.4M 27k 52.57
2017-12-31 $1.2M 22k 53.33
2017-09-30 $1.1M 20k 53.92
2017-06-30 $1.0M 19k 53.99
2017-03-31 $937k 18k 53.59

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Oracle Corporation (ORCL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Innovator Etfs Trust Defined Wlt Shld (BALT)

View all positions for Kingsview Wealth Management

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm