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Schwab Strategic Tr intrm trm shares owned by Leo Wealth

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

Historical chart of Leo Wealth 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 Leo Wealth 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $424k 17k 24.91

More positions owned by Leo Wealth

Vanguard World Esg Us Stk Etf (ESGV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Affirm Hldgs Com Cl A (AFRM)
Johnson & Johnson (JNJ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Amazon (AMZN)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Leo Wealth

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