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Schwab Strategic Tr intrm trm shares owned by Willis Johnson & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Willis Johnson & Associates from 13F filings

Historical chart of Willis Johnson & Associates investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by Willis Johnson & Associates 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 Willis Johnson & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 23k 50.60
2024-06-30 $761k 16k 48.77
2023-09-30 $200k 4.2k 47.94

More positions owned by Willis Johnson & Associates

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Mbs Etf (MBB)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Willis Johnson & Associates

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