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Schwab Strategic Tr intrm trm shares owned by West Paces Advisors

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

Historical chart of West Paces 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 West Paces 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 West Paces Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $374k 7.4k 50.60
2024-06-30 $356k 7.3k 48.77
2024-03-31 $423k 8.6k 49.05
2023-12-31 $441k 8.9k 49.72
2022-09-30 $2.2k 44 49.25
2021-09-30 $14k 244 56.71
2021-06-30 $14k 244 56.87

More positions owned by West Paces Advisors

Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard S&p 500 Etf Etf (VOO)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares Core S&p Small Cap Etf Etf (IJR)
FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF Etf (TDTT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core Msci Eafe Etf Etf (IEFA)
Avantis U.s Small Cap Equity Etf Etf (AVSC)
Spdr S&p 500 Etf Trust Etf (SPY)
Coca Cola Stock (KO)
Schwab International Small-cap Equity Etf Etf (SCHC)
Ishares Russell 3000 Etf Etf (IWV)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Apple Stock (AAPL)
Home Depot Stock (HD)

View all positions for West Paces Advisors

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