Vise Technologies »

Schwab Strategic Tr intrm trm shares owned by Vise Technologies

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

Historical chart of Vise Technologies 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 Vise Technologies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr intrm trm by Vise Technologies

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.5M 52k 48.77
2024-03-31 $2.1M 42k 49.05
2023-12-31 $2.2M 45k 49.72
2023-09-30 $2.3M 48k 47.94
2023-06-30 $1.6M 33k 49.28
2023-03-31 $1.6M 31k 50.43
2022-12-31 $1.1M 22k 49.23
2022-09-30 $1.3M 26k 49.14
2022-06-30 $1.1M 22k 51.61

More positions owned by Vise Technologies

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)

View all positions for Vise Technologies

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm