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Schwab Strategic Tr intrm trm shares owned by Spartan Wealth Advisory Services

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

Historical chart of Spartan Wealth Advisory Services 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 Spartan Wealth Advisory Services 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 Spartan Wealth Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 9.2k 24.91

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Microsoft Corporation (MSFT)
Sandisk Corp (SNDK)
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Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
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View all positions for Spartan Wealth Advisory Services

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Bank of America Corporation
Envestnet Asset Management
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Pacific Sage Partners
Resonant Capital Advisors
State Street Corporation
Crane Advisory
Streettalk Advisors
LPL Financial

View all funds holding Schwab Strategic Tr intrm trm