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Schwab Strategic Tr intrm trm shares owned by Libra Wealth

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

Historical chart of Libra 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 Libra 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 Libra Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3M 126k 49.72
2023-09-30 $5.6M 116k 47.94
2023-06-30 $12M 247k 49.28
2023-03-31 $14M 272k 50.43
2022-12-31 $13M 270k 49.23
2022-09-30 $13M 268k 49.14
2022-06-30 $16M 313k 51.60

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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard World Esg Us Stk Etf (ESGV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Libra Wealth

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo
CWM

View all funds holding Schwab Strategic Tr intrm trm