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Schwab Strategic Tr intrm trm shares owned by Prevail Innovative Wealth Advisors

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

Historical chart of Prevail Innovative Wealth 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 Prevail Innovative Wealth 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 Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.4M 49k 48.77
2024-03-31 $1.2M 25k 49.05

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Wisdomtree Tr Floatng Rat Trea (USFR)
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Global X Fds Russell 2000 (RYLD)
American Centy Etf Tr Avantis Us Small (AVSC)
Adams Express Company (ADX)
Zoetis Cl A (ZTS)
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Ishares Tr Russell 2000 Etf (IWM)
Civitas Resources Com New (CIVI)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm