May Louie »

Schwab Strategic Tr intrm trm shares owned by May Louie

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

Historical chart of May Louie investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by May Louie 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 May Louie

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 366k 50.60

More positions owned by May Louie

Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Spotify Technology S A SHS (SPOT)
Amgen (AMGN)
Meta Platforms Cl A (META)
Oracle Corporation (ORCL)
Nvent Electric SHS (NVT)
Thermo Fisher Scientific (TMO)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for May Louie

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Stifel Financial
Cornerstone Wealth Advisors
Jpmorgan Chase & Co
State Street Corporation
Pacific Sage Partners
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers
Madison Asset Management
Crane Advisory
Envestnet Asset Management

View all funds holding Schwab Strategic Tr intrm trm