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Schwab Strategic Tr intrm trm shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 45k 25.13
2025-06-30 $862k 35k 25.03
2025-03-31 $846k 34k 24.86
2024-12-31 $3.1M 127k 24.29
2024-09-30 $730k 14k 50.60
2024-06-30 $705k 15k 48.77
2024-03-31 $694k 14k 49.05
2023-12-31 $512k 10k 49.72
2023-09-30 $502k 11k 47.94
2023-06-30 $540k 11k 49.28
2023-03-31 $470k 9.3k 50.43
2022-12-31 $900k 18k 49.23
2022-09-30 $967k 20k 49.12
2022-06-30 $8.3M 161k 51.60
2022-03-31 $867k 16k 53.24
2021-12-31 $812k 15k 56.17
2021-09-30 $817k 14k 56.71
2021-06-30 $818k 14k 56.85
2021-03-31 $832k 15k 56.41
2020-12-31 $1.4M 24k 58.24
2020-09-30 $1.4M 24k 58.69
2020-06-30 $3.0M 51k 58.75
2020-03-31 $3.0M 52k 58.82
2019-12-31 $2.0M 37k 55.04
2019-09-30 $2.6M 46k 55.57
2019-06-30 $2.2M 40k 54.95
2019-03-31 $2.5M 46k 53.78
2018-12-31 $4.7M 89k 52.95
2018-09-30 $741k 14k 51.81
2018-06-30 $669k 13k 52.34
2018-03-31 $634k 12k 52.66
2017-12-31 $869k 16k 53.38
2017-09-30 $717k 14k 52.41

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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