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Schwab Strategic Tr intrm trm shares owned by Equita Financial Network

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

Historical chart of Equita Financial Network 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 Equita Financial Network 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 Equita Financial Network

Quarter filed Position value Share count Share price at filing
2024-03-31 $736k 15k 49.07
2023-12-31 $1.3M 27k 49.72
2023-09-30 $851k 18k 47.92

More positions owned by Equita Financial Network

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard World Mega Cap Index (MGC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Equita Financial Network

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Crane Advisory
Jpmorgan Chase & Co
Creative Planning
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Streettalk Advisors
Cornerstone Wealth Advisors
Madison Asset Management
Envestnet Asset Management

View all funds holding Schwab Strategic Tr intrm trm