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Schwab Strategic Tr sht tm us tres shares owned by Howe and Rusling

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

Historical chart of Howe and Rusling investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres held by Howe and Rusling 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 Howe and Rusling

Quarter filed Position value Share count Share price at filing
2023-12-31 $42k 871 48.45
2023-06-30 $11k 227 48.06
2023-03-31 $16k 317 48.79
2017-06-30 $59k 1.2k 50.30
2016-03-31 $10k 190 52.63

More positions owned by Howe and Rusling

Ishares Tr Intrm Gov Cr Etf (GVI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Broadcom (AVGO)
Ishares Tr Core S&p Us Gwt (IUSG)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Constellation Brands Cl A (STZ)
Amazon (AMZN)
Caterpillar (CAT)

View all positions for Howe and Rusling

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