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Schwab Strategic Tr intrm trm shares owned by Stratos Wealth Advisors

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

Historical chart of Stratos Wealth 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 Stratos Wealth 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 Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 70k 49.05
2023-12-31 $2.7M 54k 49.72
2023-09-30 $2.5M 52k 47.94
2023-06-30 $1.6M 33k 49.28
2023-03-31 $1.8M 37k 50.43
2022-12-31 $3.1M 62k 49.23
2022-09-30 $8.5M 172k 49.14
2022-06-30 $1.7M 32k 51.59

More positions owned by Stratos Wealth Advisors

Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)

View all positions for Stratos Wealth Advisors

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
Intelligence Driven Advisers
Hilton Capital Management
Streettalk Advisors
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management

View all funds holding Schwab Strategic Tr intrm trm