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Schwab Strategic Tr intrm trm shares owned by Trust Point

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

Historical chart of Trust Point 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 Trust Point 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 Trust Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 26k 49.05
2023-12-31 $1.7M 35k 49.72

More positions owned by Trust Point

Vanguard Common Stock (VIG)
Ishares Common Stock (ISTB)
Wisdomtree Common Stock (QGRW)
Vanguard Common Stock (VV)
Quanta Services Common Stock (PWR)
Principal Financial Group Common Stock (PFG)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Schwab Common Stock (SCHM)
Ishares Common Stock (IWB)
Nvidia Corp Common Stock (NVDA)
Ishares Common Stock (IVE)
Ishares Common Stock (IVW)
Wisdomtree Common Stock (PUTW)
Vanguard Common Stock (VTI)

View all positions for Trust Point

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