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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
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

Coinbase Global Com Cl A Call Option (COIN)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
Tesla Motors Call Option (TSLA)
Advanced Micro Devices Call Option (AMD)
NVIDIA Corporation Call Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Block Cl A Call Option (SQ)
Paypal Holdings Call Option (PYPL)
Amazon Call Option (AMZN)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Vanguard Index Fds Total Stk Mkt (VTI)
World Gold Tr Spdr Gld Minis (GLDM)
Ark Etf Tr Innovation Etf Call Option (ARKK)

View all positions for Toroso Investments

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