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Schwab Strategic Tr intrm trm shares owned by Painted Porch Advisors

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

Historical chart of Painted Porch 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 Painted Porch 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 Painted Porch Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $108k 4.3k 25.13
2025-06-30 $108k 4.3k 25.03
2025-03-31 $113k 4.5k 24.86
2024-12-31 $105k 4.3k 24.29

More positions owned by Painted Porch Advisors

iShares MSCI EAFE Etf (EFA)
iShares S&P 600 Index Etf (IJR)
Berkshire Hathaway Stock (BRK.B)
Invesco S&P Low Vol Index Etf (SPLV)
Apple Stock (AAPL)
Visa Stock (V)
Vanguard Total Stock Market Index Etf (VTI)
Vanguard Value Index Fund Etf (VTV)
iShares Core S&P 500 Etf (IVV)
Microsoft Stock (MSFT)
Johnson & Johnson Stock (JNJ)
Ares Management Stock (ARES)
Chevron Stock (CVX)
Walmart Stock (WMT)
Procter and Gamble Stock (PG)

View all positions for Painted Porch Advisors

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Pacific Sage Partners
State Street Corporation
HPM Partners
Exchange Traded Concepts
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm