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Schwab Strategic Tr intrm trm shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by Richard W. Paul & Associates 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 Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2025-06-30 $43k 1.7k 25.03
2025-03-31 $43k 1.7k 24.86
2024-12-31 $42k 1.7k 24.29
2024-09-30 $44k 860 50.60

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)

View all positions for Richard W. Paul & Associates

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
Wealth Enhancement Advisory Services
Resonant Capital Advisors
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm