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Comprehensive Wealth Management »

Schwab Strategic Tr sht tm us tres shares owned by Comprehensive Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Comprehensive Wealth Management from 13F filings

Historical chart of Comprehensive Wealth Management 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 Comprehensive Wealth Management 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 Comprehensive Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$9.9M	205k	48.45
2023-09-30	$10M	209k	47.89
2023-06-30	$10M	211k	48.06
2023-03-31	$10M	214k	48.79
2022-12-31	$9.9M	205k	48.24
2022-09-30	$9.8M	203k	48.26

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded No Amer Energy (EMLP)

Spdr Ser Tr Portfli Intrmdit (SPTI)

Vanguard Scottsdale Fds Long Term Treas (VGLT)

Select Sector Spdr Tr Technology (XLK)

Ishares Tr Core Intl Aggr (IAGG)

Microsoft Corporation (MSFT)

Wisdomtree Tr Futre Strat Fd (WTMF)

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

Ishares Tr Msci Eafe Smcp (HSCZ)

Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Vanguard World Extended Dur (EDV)

Ishares Msci Gbl Gold Mn (RING)

Ishares Tr Investment Grade (IGEB)

View all positions for Comprehensive Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation

Jpmorgan Chase & Co

Charles Schwab Investment Management

Stifel Financial

Wealthfront Advisers

Bsc Private Wealth Management

SCS Capital Management

Pnc Financial Services

Mercer Global Advisors

Fund Evaluation Group

FLC Capital Advisors

View all funds holding Schwab Strategic Tr sht tm us tres

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