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Schwab Strategic Tr intrm trm shares owned by NorthRock Partners

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

Historical chart of NorthRock Partners 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 NorthRock Partners 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 NorthRock Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8M 74k 24.66
2026-03-31 $670k 27k 24.91
2025-12-31 $560k 22k 25.08
2025-06-30 $43k 1.7k 25.04
2025-03-31 $43k 1.7k 24.86
2024-12-31 $41k 1.7k 24.29
2024-09-30 $4.9k 172 28.53
2024-06-30 $7.4k 226 32.58
2024-03-31 $84k 1.8k 46.97
2023-12-31 $84k 1.8k 47.63
2022-03-31 $256k 4.8k 53.26