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Schwab Strategic Tr intrm trm shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects 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 Financial & Tax Architects 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 Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 44k 49.05
2023-06-30 $2.8M 57k 49.28
2021-12-31 $1.6M 28k 56.14
2021-09-30 $1.8M 31k 56.71

More positions owned by Financial & Tax Architects

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Cre U S Reit Etf (USRT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Tips Bd Etf (TIP)
International Business Machines (IBM)
Caterpillar (CAT)
Lowe's Companies (LOW)

View all positions for Financial & Tax Architects

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