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Schwab Strategic Tr intrm trm shares owned by Modus Advisors

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

Historical chart of Modus Advisors 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 Modus Advisors 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 Modus Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 177k 25.13
2025-06-30 $4.3M 172k 25.03
2025-03-31 $4.2M 170k 24.86
2024-12-31 $4.2M 175k 24.29
2024-09-30 $4.3M 85k 50.60
2024-06-30 $4.0M 83k 48.77
2024-03-31 $3.9M 80k 49.05
2023-12-31 $3.6M 73k 49.72

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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
Crane Advisory
Wealth Enhancement Advisory Services
Resonant Capital Advisors

View all funds holding Schwab Strategic Tr intrm trm