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Schwab Strategic Tr intrm trm shares owned by M. Kulyk & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by M. Kulyk & Associates from 13F filings

Historical chart of M. Kulyk & Associates investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by M. Kulyk & Associates 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 M. Kulyk & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $544k 22k 25.08
2025-09-30 $255k 10k 25.13
2025-06-30 $299k 12k 25.03

More positions owned by M. Kulyk & Associates

Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Trust Ishare 0-1 (SHV)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Visa Com Cl A (V)
American Express Company (AXP)
Cisco Systems (CSCO)
Unilever Spon Adr New (UL)
Regeneron Pharmaceuticals (REGN)
Levi Strauss & Co Cl A Com Stk (LEVI)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for M. Kulyk & Associates

Top funds holding Schwab Strategic Tr intrm trm

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

View all funds holding Schwab Strategic Tr intrm trm