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Schwab Strategic Tr intrm trm shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.0M 120k 24.66
2026-03-31 $310k 13k 24.91
2025-12-31 $1.1M 44k 25.08
2025-09-30 $1.0M 42k 25.13
2022-09-30 $287k 5.9k 49.05
2022-06-30 $302k 5.9k 51.62
2022-03-31 $648k 12k 53.26
2021-12-31 $1.0M 18k 56.16

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View all positions for Simplicity Wealth

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