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Schwab Strategic Tr sht tm us tres shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 368k 48.21
2023-12-31 $17M 343k 48.45
2023-09-30 $15M 322k 47.89
2023-06-30 $15M 309k 48.06
2023-03-31 $15M 299k 48.79
2022-12-31 $14M 287k 48.24
2022-09-30 $14M 286k 48.26
2022-06-30 $13M 269k 49.19
2022-03-31 $13M 271k 49.54
2021-12-31 $13M 251k 50.85
2021-09-30 $13M 253k 51.19
2021-06-30 $12M 227k 51.22
2021-03-31 $11M 211k 51.31
2020-12-31 $9.0M 174k 51.39
2020-09-30 $8.5M 165k 51.50
2020-06-30 $7.3M 141k 51.62
2020-03-31 $6.5M 126k 51.72
2019-12-31 $6.6M 131k 50.48
2019-09-30 $4.8M 95k 50.58
2019-06-30 $4.6M 91k 50.59
2019-03-31 $4.5M 89k 50.19
2018-12-31 $4.5M 89k 49.91
2018-09-30 $4.2M 86k 49.41
2018-06-30 $3.9M 79k 49.74
2018-03-31 $3.8M 76k 49.84
2017-12-31 $3.6M 71k 50.03
2017-09-30 $3.3M 65k 50.40
2017-03-31 $2.9M 57k 50.47
2016-12-31 $2.8M 55k 50.43
2016-09-30 $2.5M 49k 50.79
2016-06-30 $2.2M 44k 50.96
2016-03-31 $2.0M 40k 50.79
2015-12-31 $223k 4.4k 50.54

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

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