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Schwab Strategic Tr intrm trm shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $127k 2.5k 50.60
2024-03-31 $121k 2.5k 49.05
2023-12-31 $130k 2.6k 49.72

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Schwab Strategic Tr intrm trm

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

View all funds holding Schwab Strategic Tr intrm trm