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Schwab Strategic Tr intrm trm shares owned by Trust Point

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

Historical chart of Trust Point 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 Trust Point 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 Trust Point

Quarter filed Position value Share count Share price at filing
2024-12-31 $425k 18k 24.29
2024-09-30 $1.0M 20k 50.60
2024-06-30 $1.2M 25k 48.77
2024-03-31 $1.2M 26k 49.05
2023-12-31 $1.7M 35k 49.72

More positions owned by Trust Point

Vanguard Common Stock (VIG)
Ishares Common Stock (ISTB)
Wisdomtree Common Stock (QGRW)
Vanguard Common Stock (VV)
Quanta Services Common Stock (PWR)
Apple Common Stock (AAPL)
Principal Financial Group Common Stock (PFG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Common Stock (IWB)
Ishares Common Stock (IVW)
Ishares Common Stock (IVLU)
Vanguard Common Stock (VEU)
Ishares Common Stock (IVE)
Schwab Common Stock (SCHM)

View all positions for Trust Point

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Bank of America Corporation
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
State Street Corporation
Pacific Sage Partners
Madison Asset Management
Madison Investment Advisors
Envestnet Asset Management
Streettalk Advisors
Resonant Capital Advisors
Crane Advisory

View all funds holding Schwab Strategic Tr intrm trm