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Schwab Strategic Tr intrm trm shares owned by Twele Capital Management

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

Historical chart of Twele Capital Management 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 Twele Capital Management 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 Twele Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $518k 11k 49.05
2023-12-31 $489k 9.8k 49.72
2023-09-30 $600k 13k 47.94
2023-06-30 $658k 13k 49.28
2023-03-31 $674k 13k 50.43
2022-12-31 $680k 14k 49.23
2022-09-30 $591k 12k 49.15
2022-06-30 $730k 14k 51.61
2022-03-31 $761k 14k 53.24
2021-12-31 $840k 15k 56.14
2021-09-30 $838k 15k 56.68
2021-06-30 $822k 15k 56.85
2021-03-31 $836k 15k 56.41
2020-12-31 $847k 15k 58.20
2020-09-30 $745k 13k 58.67
2020-06-30 $698k 12k 58.80
2020-03-31 $630k 11k 58.81
2019-12-31 $646k 12k 54.95
2019-09-30 $478k 8.6k 55.59
2019-06-30 $455k 8.3k 54.96
2019-03-31 $368k 6.8k 53.84
2018-12-31 $328k 6.2k 52.91
2018-09-30 $303k 5.8k 51.83
2018-06-30 $310k 5.9k 52.33
2018-03-31 $310k 5.9k 52.53
2017-12-31 $334k 6.3k 53.30
2017-09-30 $333k 6.2k 53.84
2017-06-30 $334k 6.2k 54.00
2017-03-31 $368k 6.9k 53.66
2016-12-31 $360k 6.7k 53.35
2016-09-30 $305k 5.5k 55.62
2016-06-30 $288k 5.2k 55.91
2016-03-31 $253k 4.6k 55.19
2015-12-31 $3.3M 61k 53.61
2015-09-30 $3.3M 61k 54.50
2015-06-30 $3.5M 65k 53.60
2015-03-31 $3.3M 61k 54.37
2014-12-31 $3.3M 61k 53.60
2014-09-30 $3.2M 61k 52.93
2014-06-30 $3.2M 61k 53.14
2014-03-31 $3.2M 61k 52.55
2013-12-31 $3.2M 61k 52.08
2013-09-30 $3.2M 61k 52.84
2013-06-30 $3.2M 61k 52.68
2013-03-31 $3.3M 61k 54.17
2012-12-31 $3.3M 61k 54.08
2012-09-30 $3.3M 61k 54.36
2012-06-30 $3.3M 61k 54.08

More positions owned by Twele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)

View all positions for Twele Capital Management

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