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Schwab Strategic Tr intrm trm shares owned by Williams Financial

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

Historical chart of Williams 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 Williams 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 113k 25.08

More positions owned by Williams Financial

J P Morgan Exchange Traded Income Etf (JPIE)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust State Street Spd (SJNK)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Williams Financial

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Envestnet Asset Management
Pacific Sage Partners
State Street Corporation
Resonant Capital Advisors
Crane Advisory
Wealth Enhancement Advisory Services
HPM Partners

View all funds holding Schwab Strategic Tr intrm trm