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Schwab Strategic Tr intrm trm shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $16M 633k 24.66
2025-12-31 $852 34 25.09
2023-09-30 $7.1k 147 48.07
2022-12-31 $5.8k 117 49.23
2022-03-31 $2.0k 45 44.44
2021-12-31 $3.0k 45 66.67

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NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Comfort Systems USA (FIX)
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Amazon (AMZN)
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Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital Advisors

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