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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
2025-06-30 $330k 13k 25.03
2025-03-31 $325k 13k 24.86
2024-12-31 $2.4M 100k 24.29
2024-09-30 $464k 9.2k 50.60
2018-09-30 $11k 215 51.16