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Schwab Strategic Tr intrm trm shares owned by Whelan Financial

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

Historical chart of Whelan Financial 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 Whelan Financial 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 Whelan Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $267k 11k 24.66

More positions owned by Whelan Financial

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
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NVIDIA Corporation (NVDA)
Ishares Tr Global 100 Etf (IOO)
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Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)

View all positions for Whelan Financial

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
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
LPL Financial
Pacific Sage Partners
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr intrm trm