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Schwab Strategic Tr intrm trm shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset 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 Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 47k 49.72
2023-09-30 $1.2M 24k 47.94
2023-06-30 $1.2M 24k 49.28
2023-03-31 $1.3M 27k 50.43
2022-12-31 $1.3M 27k 49.23
2022-09-30 $1.3M 27k 49.12
2022-06-30 $1.3M 26k 51.61
2022-03-31 $1.4M 27k 53.25
2021-12-31 $1.5M 28k 54.60
2021-09-30 $1.6M 28k 56.05
2021-06-30 $1.6M 28k 57.33
2021-03-31 $1.9M 34k 56.76
2020-12-31 $2.1M 37k 57.82
2020-09-30 $2.0M 34k 58.25
2020-06-30 $1.9M 33k 58.56
2020-03-31 $2.0M 33k 58.78
2019-12-31 $1.8M 33k 55.65
2019-09-30 $1.9M 34k 55.56
2019-06-30 $1.8M 32k 54.95
2019-03-31 $1.7M 32k 53.79
2018-12-31 $1.7M 32k 52.95
2018-09-30 $1.7M 33k 51.78
2018-06-30 $1.7M 33k 52.33
2018-03-31 $1.8M 33k 52.59
2017-12-31 $1.9M 35k 53.32
2017-09-30 $1.8M 33k 53.92
2017-06-30 $1.4M 26k 53.96
2017-03-31 $1.3M 25k 53.60
2016-12-31 $1.3M 24k 53.34
2016-09-30 $1.3M 23k 55.57
2016-06-30 $1.3M 23k 55.96
2016-03-31 $1.3M 24k 55.24
2015-12-31 $2.5M 46k 53.61
2015-09-30 $2.5M 47k 54.50
2015-06-30 $2.6M 49k 53.62
2015-03-31 $2.4M 44k 54.36
2014-12-31 $2.4M 44k 53.61
2014-09-30 $2.3M 43k 52.94
2014-06-30 $1.6M 31k 53.15
2014-03-31 $1.4M 27k 52.56
2013-12-31 $1.3M 24k 52.09
2013-09-30 $1.2M 23k 52.84
2013-06-30 $1.3M 24k 52.66
2013-03-31 $1.0M 19k 54.15
2012-12-31 $985k 18k 54.09

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Warren Averett Asset 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