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Schwab Strategic Tr shares owned by Per Stirling Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Per Stirling Capital Management from 13F filings

Historical chart of Per Stirling Capital Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Per Stirling Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Per Stirling Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $531k 23k 23.00
2023-06-30 $442k 19k 23.94
2023-03-31 $425k 18k 23.63
2022-12-31 $296k 13k 22.42

More positions owned by Per Stirling Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core S&p Us Vlu (IUSV)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Per Stirling Capital Management

Top funds holding Schwab Strategic Tr

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Kohmann Bosshard Financial Services
Souders Financial Advisors
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
HighTower Advisors
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr