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Schwab Strategic Tr sht tm us tres shares owned by Black Diamond Financial

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Black Diamond Financial from 13F filings

Historical chart of Black Diamond Financial investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Black Diamond Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Black Diamond Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 22k 48.45
2023-12-31 $1.1M 22k 48.45
2023-09-30 $992k 21k 47.89
2023-06-30 $960k 20k 48.06
2023-03-31 $683k 14k 48.79
2022-12-31 $699k 15k 48.24
2022-09-30 $699k 15k 48.23
2022-06-30 $718k 15k 49.21
2022-03-31 $732k 15k 49.55
2021-12-31 $803k 16k 50.87
2021-09-30 $546k 11k 51.21
2021-06-30 $906k 18k 51.22
2021-03-31 $1.9M 36k 51.30
2020-12-31 $2.7M 54k 51.39
2020-09-30 $1.5M 29k 51.49
2020-06-30 $3.5M 68k 51.62
2020-03-31 $7.0M 135k 51.73
2019-12-31 $4.4M 87k 50.48
2019-09-30 $2.7M 53k 50.58
2019-06-30 $2.2M 44k 50.59
2019-03-31 $1.7M 33k 50.20
2018-12-31 $1.4M 28k 49.84

More positions owned by Black Diamond Financial

Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Lindblad Expeditions Hldgs I (LIND)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Black Diamond Financial

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Sei Investments
Charles Schwab Investment Management
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
Morningstar Investment Management
Morgan Stanley
SCS Capital Management
Mercer Global Advisors
Pnc Financial Services
Greenline Partners

View all funds holding Schwab Strategic Tr sht tm us tres