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Schwab Strategic Tr intrm trm shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies 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 Unique Wealth Strategies 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 Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 4.5k 49.05

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Meta Platforms Cl A (META)
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View all positions for Unique Wealth Strategies

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
Madison Asset Management
Allspring Global Investments Holdings

View all funds holding Schwab Strategic Tr intrm trm