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Schwab Strategic Tr intrm trm shares owned by Quest Partners

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

Historical chart of Quest 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 Quest 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 Quest Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 258k 25.13
2025-06-30 $5.9M 235k 25.03

More positions owned by Quest Partners

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfli Intrmdit (SPTI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
PNC Financial Services (PNC)
Citizens Financial (CFG)
Hancock Holding Company (HWC)
Associated Banc- (ASB)
Johnson & Johnson (JNJ)
Fulton Financial (FULT)
Verizon Communications (VZ)
Prosperity Bancshares (PB)
Regions Financial Corporation (RF)
Ameris Ban (ABCB)

View all positions for Quest Partners

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