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Schwab Strategic Tr sht tm us tres shares owned by Seven Post Investment Office

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

Historical chart of Seven Post Investment Office 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 Seven Post Investment Office 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 Seven Post Investment Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $588k 12k 48.21
2023-12-31 $656k 14k 48.45
2023-09-30 $714k 15k 47.89
2023-06-30 $765k 16k 48.06
2023-03-31 $2.9M 59k 48.79
2022-12-31 $2.9M 61k 48.24
2022-09-30 $578k 12k 48.24

More positions owned by Seven Post Investment Office

Lennox International (LII)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Prologis (PLD)
Equity Residential Sh Ben Int (EQR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Equity Lifestyle Properties (ELS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Matson (MATX)
Alphabet Cap Stk Cl A (GOOGL)
Crowdstrike Hldgs Cl A (CRWD)
Public Storage (PSA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Silver Tr Ishares (SLV)

View all positions for Seven Post Investment Office

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
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres