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Schwab Strategic Tr intrm trm shares owned by Valpey Financial Services

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

Historical chart of Valpey Financial Services 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 Valpey Financial Services 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 Valpey Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $319k 13k 24.91
2025-12-31 $321k 13k 25.08
2025-09-30 $258k 10k 25.13

More positions owned by Valpey Financial Services

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Valpey Financial Services

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Bank of America Corporation
Envestnet Asset Management
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Pacific Sage Partners
Resonant Capital Advisors
State Street Corporation
Crane Advisory
Streettalk Advisors
LPL Financial

View all funds holding Schwab Strategic Tr intrm trm