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Schwab Strategic Tr intrm trm shares owned by Td Private Client Wealth

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

Historical chart of Td Private Client Wealth 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 Td Private Client Wealth 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 Td Private Client Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.7M 55k 48.77
2024-03-31 $2.2M 45k 49.05
2023-12-31 $2.2M 44k 49.72
2023-09-30 $2.2M 45k 47.94
2023-06-30 $2.1M 43k 49.28
2023-03-31 $2.1M 41k 50.43
2022-12-31 $2.0M 41k 49.23
2022-09-30 $1.9M 39k 49.14
2022-06-30 $7.3k 142 51.60
2022-03-31 $7.8k 146 53.25
2021-12-31 $12k 208 56.14
2021-09-30 $11k 197 56.71
2021-06-30 $11k 197 56.87
2021-03-31 $27k 482 56.41
2020-12-31 $20k 338 58.22

More positions owned by Td Private Client Wealth

Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Spdr Ser Tr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)
Microsoft Corp Common Stock (MSFT)
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)

View all positions for Td Private Client Wealth

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
State Street Corporation
Pacific Sage Partners
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers
Madison Asset Management
Crane Advisory
Cornerstone Wealth Advisors
Envestnet Asset Management
Creative Planning

View all funds holding Schwab Strategic Tr intrm trm