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Schwab Strategic Tr intrm trm shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial 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 LifeSteps 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 LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 281 49.05

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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