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

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

Historical chart of Financial Counselors 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 Counselors 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 Counselors

Quarter filed Position value Share count Share price at filing
2024-03-31 $42M 863k 48.21
2023-12-31 $24M 504k 48.45
2023-09-30 $22M 464k 47.89

More positions owned by Financial Counselors

Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Eetf (VO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Dimensional Etf Trust Eetf (DFAS)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Merck & Co (MRK)
Berkshire Hathaway (BRK.B)
UnitedHealth (UNH)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Alphabet Inc Class C cs (GOOG)

View all positions for Financial Counselors

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