Stratos Wealth Partners »

Schwab Strategic Tr intrm trm shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr intrm trm by Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 114k 25.13
2025-06-30 $2.8M 113k 25.03
2025-03-31 $2.2M 90k 24.86
2024-12-31 $2.1M 85k 24.29
2024-09-30 $1.8M 36k 50.60
2024-06-30 $1.5M 31k 48.77
2024-03-31 $1.4M 29k 49.05
2023-12-31 $1.5M 30k 49.72
2023-09-30 $1.2M 25k 47.94
2023-06-30 $1.2M 24k 49.28
2023-03-31 $1.0M 20k 50.43
2018-03-31 $2.0k 43 46.51
2016-09-30 $297k 5.4k 55.47