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Schwab Strategic Tr intrm trm shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth Management 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 LLBH Private 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 12k 25.13
2025-06-30 $271k 11k 25.03
2025-03-31 $254k 10k 24.86

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private Wealth Management

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