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Schwab Strategic Tr intrm trm shares owned by Sonora Investment Management Group

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

Historical chart of Sonora Investment Management Group 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 Sonora Investment Management Group 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 Sonora Investment Management Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $243k 5.1k 47.94

More positions owned by Sonora Investment Management Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alteryx Note 1.000% 8/0
Cheesecake Factory Note 0.375% 6/1
Valero Energy Corporation (VLO)
Arthur J. Gallagher & Co. (AJG)
Spirit Airls Note 1.000% 5/1
Greenbrier Cos Note 2.875% 2/0
Costco Wholesale Corporation (COST)
Oracle Corporation (ORCL)
Ionis Pharmaceuticals Note 0.125%12/1
Qualcomm (QCOM)
Republic Services (RSG)
Blackstone Group Inc Com Cl A (BX)

View all positions for Sonora Investment Management Group

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane 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