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Schwab Strategic Tr sht tm us tres shares owned by Financial Consulate

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

Historical chart of Financial Consulate 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 Financial Consulate 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 Financial Consulate

Quarter filed Position value Share count Share price at filing
2024-03-31 $457k 9.5k 48.21
2023-12-31 $456k 9.4k 48.45
2023-09-30 $444k 9.3k 47.89
2023-06-30 $440k 9.2k 48.06
2023-03-31 $443k 9.1k 48.79
2022-12-31 $436k 9.0k 48.24
2022-09-30 $433k 9.0k 48.29
2022-06-30 $440k 8.9k 49.24
2022-03-31 $442k 8.9k 49.55
2021-12-31 $453k 8.9k 50.81
2021-09-30 $456k 8.9k 51.20
2021-06-30 $662k 13k 51.26
2021-03-31 $663k 13k 51.34
2020-12-31 $664k 13k 51.41
2020-09-30 $665k 13k 51.49
2020-06-30 $692k 13k 51.60
2020-03-31 $694k 13k 51.75
2019-12-31 $681k 14k 50.51
2019-09-30 $1.2M 25k 50.59
2019-06-30 $1.2M 25k 50.57
2019-03-31 $1.7M 34k 50.20
2018-12-31 $1.8M 35k 49.91
2018-09-30 $1.8M 37k 49.58
2018-06-30 $1.8M 37k 49.74
2018-03-31 $1.8M 37k 49.84
2017-12-31 $13M 266k 50.03
2017-09-30 $15M 290k 50.40
2017-06-30 $2.7M 53k 50.42
2017-03-31 $3.9M 78k 50.47
2016-12-31 $19M 375k 50.42
2016-09-30 $435k 8.6k 50.74
2016-06-30 $414k 8.1k 50.95
2016-03-31 $444k 8.7k 50.82
2015-12-31 $382k 7.6k 50.48
2015-09-30 $389k 7.7k 50.77
2015-06-30 $459k 9.0k 50.76
2015-03-31 $583k 12k 50.75
2014-12-31 $1.6M 33k 50.59

More positions owned by Financial Consulate

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
T Rowe Price Etf Cap Appreciation (TCAF)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Asia Pacif Etf (GMF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)

View all positions for Financial Consulate

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
Greenline Partners
MCF Advisors
Financial Counselors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors

View all funds holding Schwab Strategic Tr sht tm us tres