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Schwab Strategic Tr intrm trm shares owned by Toroso Investments

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

Historical chart of Toroso Investments 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 Toroso Investments 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 Toroso Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 498k 25.13
2025-03-31 $13M 512k 24.86
2023-09-30 $10M 216k 47.94
2023-03-31 $18M 354k 50.43
2022-12-31 $15M 299k 49.23
2022-09-30 $24M 481k 49.14
2020-09-30 $73M 1.3M 58.68

More positions owned by Toroso Investments

Strategy Cl A New Call Option (MSTR)
NVIDIA Corporation Call Option (NVDA)
Coinbase Global Com Cl A Call Option (COIN)
Tesla Motors Call Option (TSLA)
Palantir Technologies Cl A Call Option (PLTR)
Robinhood Mkts Com Cl A Call Option (HOOD)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
Amazon Call Option (AMZN)
Super Micro Computer Com New Call Option (SMCI)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Advanced Micro Devices Call Option (AMD)
Netflix Call Option (NFLX)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Toroso Investments

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Pacific Sage Partners
State Street Corporation
HPM Partners
Exchange Traded Concepts
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm