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Schwab Strategic Tr intrm trm shares owned by Wealth Management Partners

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

Historical chart of Wealth Management Partners 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 Wealth Management Partners 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 Wealth Management Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $213k 9.0k 23.70

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View all positions for Wealth Management Partners

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Sixth Street Partners Management Company
Royal Bank of Canada
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Exchange Traded Concepts
Assetmark
Moisand Fitzgerald Tamayo
Cornerstone Wealth Advisors
LPL Financial
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr intrm trm