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Wellspring Financial Advisors »

Schwab Strategic Tr intrm trm shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors 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 Wellspring Financial Advisors 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 Wellspring Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2023-03-31	$783k	16k	50.43
2022-12-31	$764k	16k	49.23

More positions owned by Wellspring Financial Advisors

Vanguard Total Stk Mkt Total Stk Mkt (VTI)

Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)

Vanguard Value Etf Value Etf (VTV)

Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)

Ishares S&p 500 Index Core S&p500 Etf (IVV)

Spdr S&p 500 Etf Trust Tr Unit (SPY)

Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)

Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)

Industrial Select Sector Spdr Sbi Int-inds (XLI)

Vanguard High Dividend Yield High Div Yld (VYM)

Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)

Vanguard Growth Etf Growth Etf (VUG)

Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)

Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment 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

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