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Schwab Strategic Tr intrm trm shares owned by Maridea Wealth Management

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

Historical chart of Maridea 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 Maridea 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 Maridea Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.1M 245k 25.08
2025-09-30 $4.9M 193k 25.30

More positions owned by Maridea Wealth Management

Spdr Series Trust State Street Spd (BIL)
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL)
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG)
Absolute Shs Tr Wbi Bbr Val 3000 (WBIF)
Absolute Shs Tr Wbi Pwr Factor (WBIY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Iren Ordinary Shares (IREN)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Graniteshares Gold Tr Shs Ben Int (BAR)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for Maridea 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
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Envestnet Asset Management
Pacific Sage Partners
State Street Corporation
HPM Partners
Resonant Capital Advisors
Crane Advisory
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr intrm trm