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Schwab Strategic Tr intrm trm shares owned by Passive Capital Management

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

Historical chart of Passive 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 Passive 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 Passive Capital Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $4.3M 86k 50.43
2022-12-31 $4.4M 89k 49.23
2022-09-30 $4.4M 90k 49.14
2022-06-30 $4.8M 93k 51.60
2022-03-31 $4.2M 78k 53.25
2021-12-31 $2.9M 52k 56.14

More positions owned by Passive Capital Management

Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Passive 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