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Schwab Strategic Tr intrm trm shares owned by Monroe Bank & Trust

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

Historical chart of Monroe Bank & Trust 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 Monroe Bank & Trust 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 Monroe Bank & Trust

Quarter filed Position value Share count Share price at filing
2019-06-30 $1.2M 21k 54.98
2019-03-31 $11M 209k 53.78
2018-12-31 $68M 1.3M 52.95

More positions owned by Monroe Bank & Trust

iShares Lehman Aggregate Bond (AGG)
iShares S&P 500 Growth Index (IVW)
iShares Dow Jones US Technology (IYW)
Vanguard Intermediate-Term Bond ETF (BIV)
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY)
iShares S&P 500 Value Index (IVE)
iShares Russell Microcap Index (IWC)
iShares S&P SmallCap 600 Index (IJR)
iShares MSCI Emerging Markets Indx (EEM)
SPDR Barclays Capital Intl Tresy Bd ETF (BWX)
Vanguard High Dividend Yield ETF (VYM)
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK)
iShares Russell Midcap Growth Idx. (IWP)
iShares Russell 2000 Index (IWM)
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB)

View all positions for Monroe Bank & Trust

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