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Schwab Strategic Tr intrm trm shares owned by Wiser Advisor Group

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

Historical chart of Wiser Advisor Group 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 Wiser Advisor Group 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 Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.4k 224 24.27
2024-09-30 $5.6k 110 50.54
2024-06-30 $9.9k 203 48.58
2024-03-31 $8.2k 162 50.36

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Amazon Common Stock (AMZN)
Vanguard Growth MF Closed and MF Open (VUG)
Alphabet Common Stock (GOOGL)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
New York Life MF Closed and MF Open (HFXI)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Eli Lilly Common Stock (LLY)
Meta Platforms Common Stock (META)
Jpmorgan Chase Common Stock (JPM)
Microsoft Corp Common Stock (MSFT)

View all positions for Wiser Advisor Group

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Bank of America Corporation
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
State Street Corporation
Pacific Sage Partners
Madison Asset Management
Madison Investment Advisors
Envestnet Asset Management
Streettalk Advisors
Resonant Capital Advisors
Crane Advisory

View all funds holding Schwab Strategic Tr intrm trm