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Schwab Strategic Tr intrm trm shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial 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 True Link Financial 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 45k 25.13
2025-06-30 $1.0M 40k 25.03
2025-03-31 $1.0M 40k 24.86
2024-12-31 $684k 28k 24.29
2021-12-31 $17k 303 56.11
2021-09-30 $17k 303 56.11
2021-06-30 $17k 303 56.11
2021-03-31 $17k 303 56.11
2020-12-31 $18k 303 59.41

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional International Value Etf Etf (DFIV)
Ishares Short Treasury Bond Etf Etf (SHV)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core Msci Europe Etf Etf (IEUR)

View all positions for True Link Financial Advisors

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