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Schwab Strategic Tr intrm trm shares owned by Stephens Group Asset Management

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

Historical chart of Stephens Group Asset 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 Stephens Group Asset Management 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 Stephens Group Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $464k 9.2k 50.60
2018-09-30 $11k 215 51.16

More positions owned by Stephens Group Asset Management

Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Stephens Group Asset Management

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm