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Schwab Strategic Tr intrm trm shares owned by XML Financial

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

Historical chart of XML Financial investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by XML 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 XML Financial

Quarter filed Position value Share count Share price at filing
2026-09-30 $341k 14k 23.70

More positions owned by XML Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Rus Mid Cap Etf (IWR)
PIMCO Corporate Opportunity Fund (PTY)
Pimco Etf Tr Inflation Plus (PCPI)
Spdr Series Trust St Str Conv Etf (CWB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for XML 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
Assetmark
Moisand Fitzgerald Tamayo
Cornerstone Wealth Advisors
LPL Financial
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr intrm trm