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Schwab Strategic Tr intrm trm shares owned by Wade Financial Advisory

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

Historical chart of Wade Financial Advisory 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 Wade Financial Advisory 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 Wade Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 4.2k 50.60
2024-06-30 $272k 5.6k 48.77
2024-03-31 $309k 6.3k 49.05
2023-12-31 $313k 6.3k 49.72

More positions owned by Wade Financial Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emerg Mrkt (EEMV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Wade Financial Advisory

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