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Schwab Strategic Tr intrm trm shares owned by Wagner Wealth Management

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

Historical chart of Wagner Wealth Management 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 Wagner Wealth Management 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 Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0k 21 49.05
2023-12-31 $796 16 49.75
2023-09-30 $671 14 47.93
2023-06-30 $99 2 49.50
2023-03-31 $50 1 50.00
2022-12-31 $49 1 49.00

More positions owned by Wagner Wealth Management

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Fs Credit Opportunities Corp Common Stock (FSCO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Ab Active Etfs High Yield Etf (HYFI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Dynamic Income SHS (PDI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ab Active Etfs Core Plus Bd Etf (CPLS)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded S&p Intl Divid (FID)
Ab Active Etfs Us Low Volatil (LOWV)
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)

View all positions for Wagner Wealth Management

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
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo
CWM

View all funds holding Schwab Strategic Tr intrm trm