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Schwab Strategic Tr intrm trm shares owned by VitalStone Financial

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

Historical chart of VitalStone Financial 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 VitalStone Financial 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 VitalStone Financial

Quarter filed Position value Share count Share price at filing
2023-06-30 $11k 226 50.36
2023-03-31 $5.0k 87 57.47
2022-12-31 $10k 226 45.98

More positions owned by VitalStone Financial

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Growth Etf Etf (VUG)
Vaneck Clo Etf Etf (CLOI)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Spdr Gold Shares Etf (GLD)
Vanguard S&p 500 Etf Etf (VOO)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Global Tech Etf Etf (IXN)

View all positions for VitalStone Financial

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Envestnet Asset Management
Pacific Sage Partners
State Street Corporation
HPM Partners
Resonant Capital Advisors
Crane Advisory
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr intrm trm