GLOBALT Investments LLC / GA »

Schwab Strategic Tr sht tm us tres shares owned by GLOBALT Investments LLC / GA

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by GLOBALT Investments LLC / GA from 13F filings

Historical chart of GLOBALT Investments LLC / GA 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 GLOBALT Investments LLC / GA 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 GLOBALT Investments LLC / GA

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 73k 48.21
2023-12-31 $3.7M 75k 48.45

More positions owned by GLOBALT Investments LLC / GA

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Us Treas Bd Etf (GOVT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Microsoft Corporation (MSFT)

View all positions for GLOBALT Investments LLC / GA

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