Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Garrett Investment Advisors »

Schwab Strategic Tr sht tm us tres shares owned by Garrett Investment Advisors

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

Historical chart of Garrett Investment Advisors 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 Garrett Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Garrett Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$404k	8.4k	48.21
2023-12-31	$338k	7.0k	48.45

More positions owned by Garrett Investment Advisors

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Vanguard Index Fds Total Stk Mkt (VTI)

American Centy Etf Tr Intl Eqt Etf (AVDE)

Wisdomtree Tr Intl Qulty Div (IQDG)

Janus Detroit Str Tr Henderson Mtg (JMBS)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Spdr Ser Tr Portfolio S&p400 (SPMD)

Blackrock Etf Trust Ii Flexible Income (BINC)

J P Morgan Exchange Traded F Betabuilders Us (BBAG)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Wisdomtree Tr Us Qtly Div Grt (DGRW)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Garrett Investment Advisors

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z