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
Download as csvQuarterly 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 |
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