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Schwab Strategic Tr sht tm us tres shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $80 2 40.00
2023-09-30 $78 2 39.00
2023-06-30 $78 2 39.00
2023-03-31 $78 2 39.00
2022-12-31 $77 2 38.50

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Ishares Gold Trust Etf (IAU)
Vanguard Short-term Bond Etf Etf (BSV)
Energy Select Sector Spdr Fund Etf (XLE)
Sherwin Williams Stock (SHW)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

Top funds holding Schwab Strategic Tr sht tm us tres

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

View all funds holding Schwab Strategic Tr sht tm us tres