Schwab Strategic Tr intrm trm shares owned by North Ridge Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by North Ridge Wealth Advisors
from 13F filings
Historical chart of North Ridge Wealth Advisors investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by North Ridge Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 65k | 25.13 |
| 2025-06-30 | $1.7M | 67k | 25.03 |
| 2025-03-31 | $1.7M | 67k | 24.86 |
| 2024-12-31 | $1.6M | 68k | 24.29 |
| 2024-09-30 | $1.7M | 34k | 50.60 |
| 2024-06-30 | $1.6M | 33k | 48.77 |
| 2024-03-31 | $1.4M | 29k | 49.05 |
| 2023-12-31 | $1.5M | 29k | 49.72 |
| 2023-09-30 | $1.1M | 23k | 47.94 |
| 2023-06-30 | $1.3M | 26k | 49.28 |
| 2023-03-31 | $1.4M | 27k | 50.43 |
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