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Rockbridge Investment Management, LCC »

Schwab Strategic Tr intrm trm shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$620k	13k	49.72
2021-12-31	$777k	14k	56.16
2021-09-30	$784k	14k	56.73
2021-06-30	$789k	14k	56.87
2021-03-31	$788k	14k	56.39
2020-12-31	$814k	14k	58.24
2020-09-30	$825k	14k	58.69
2020-06-30	$836k	14k	58.79

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)

Spdr Ser Tr Portfoli S&p1500 (SPTM)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Ishares Tr Core Msci Eafe (IEFA)

Schwab Strategic Tr Intl Sceqt Etf (SCHC)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Ishares Tr Cre U S Reit Etf (USRT)

Vanguard Index Fds Total Stk Mkt (VTI)

Dimensional Etf Trust Intl Core Equity (DFIC)

Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

Ishares Core Msci Emkt (IEMG)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Spdr Ser Tr S&p 600 Smcp Val (SLYV)

Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory

Pacific Sage Partners

Wealth Enhancement Advisory Services

Hilton Capital Management

Cornerstone Wealth Advisors

Allspring Global Investments Holdings

Northwest Capital Management

Moisand Fitzgerald Tamayo

CWM

View all funds holding Schwab Strategic Tr intrm trm

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