Silverlake Wealth Management »

Schwab Strategic Tr intrm trm shares owned by Silverlake Wealth Management

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

Historical chart of Silverlake Wealth Management 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 Silverlake Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr intrm trm by Silverlake Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $503k 20k 24.66
2022-09-30 $405k 8.2k 49.14
2022-06-30 $555k 11k 51.60
2022-03-31 $482k 9.1k 53.25

More positions owned by Silverlake Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
International Business Machines (IBM)
Johnson & Johnson (JNJ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Caterpillar (CAT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Procter & Gamble Company (PG)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)

View all positions for Silverlake Wealth Management

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Sixth Street Partners Management Company
Royal Bank of Canada
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
LPL Financial
Pacific Sage Partners
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr intrm trm